Plan Snapshot
- Plan Sponsor: Dan Callaghan Enterprises, INC.
- Sponsor EIN: 591795428
- Sponsor Address: 4421 12TH ST CT E, BRADENTON, FL, 34203
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 120 | $5.5M | $120,975 | $314,017 |
| 2023 | 122 | $4.8M | $49,182 | $272,871 |
| 2022 | 123 | $4.5M | $0 | $226,256 |
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 |
|---|---|---|---|---|
| CS&L, CPAS | 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 | $43,385 | — | $13,986 | — | — |
| 2023 | $39,800 | — | — | — | — |
| 2022 | $40,740 | — | $39,400 | — | $1,340 |