# Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/dean-mead-egerton-bloodworth-capouano-bozarth-p-a-592049716-001

> Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.'s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dean-mead-egerton-bloodworth-capouano-bozarth-p-a-592049716-001)

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