Plan Snapshot
- Plan Sponsor: Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
- Sponsor EIN: 592049716
- Sponsor Address: 420 S ORANGE AVE, SUITE 700, ORLANDO, FL, 328013336
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 102
- Total Assets: $34.3M
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 | 102 | $34.3M | $1.4M | $1.2M |
| 2023 | 101 | $28.6M | $1.9M | $1.2M |
| 2022 | 95 | $26.4M | -$43,724 | $1.2M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS, 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 | $10,839 | $10,839 | — | — | — |
| 2023 | $29,755 | — | — | — | — |
| 2022 | $29,532 | — | — | — | — |