Plan Snapshot
- Plan Sponsor: Cuhaci & Peterson Architects, Engineers, Planners, INC.
- Sponsor EIN: 593546788
- Sponsor Address: 1925 PROSPECT AVENUE, ORLANDO, FL, 32814
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 202 | $11.6M | $501,360 | $1.2M |
| 2023 | 216 | $9.5M | $433,081 | $1.0M |
| 2022 | 216 | $7.5M | $315,624 | $835,778 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ERIN M PERDUE CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $36,213 | $1,278 | $5,750 | — | — |
| 2023 | $33,366 | — | $15,294 | $12,500 | — |
| 2022 | $28,744 | — | $5,849 | — | $22,895 |