Plan Snapshot
- Plan Sponsor: David Lawrence Mental Health Center, INC.
- Sponsor EIN: 592206025
- Sponsor Address: 6075 BATHEY LANE, NAPLES, FL, 34116
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $14.5M
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 | 337 | $14.5M | $562,938 | $1.1M |
| 2023 | 308 | $12.3M | $489,034 | $1.0M |
| 2022 | 281 | $10.1M | $486,757 | $915,099 |
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 |
|---|---|---|---|---|
| DG PERRY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DG PERRY, PLLC — Auditor
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 | $62,309 | $31,938 | — | — | — |
| 2023 | $49,925 | $27,685 | — | — | — |
| 2022 | $56,018 | $7,004 | — | — | — |