Plan Snapshot
- Plan Sponsor: Del Zotto Products Of Florida, LLC.
- Sponsor EIN: 593600435
- Sponsor Address: 4575 WEST HIGHWAY 40, OCALA, FL, 34482
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 238
- Total Assets: $4.6M
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. |
|---|---|---|---|---|
| 2025 | 238 | $4.6M | $0 | $0 |
| 2024 | 122 | $3.5M | $490,729 | $510,875 |
| 2023 | 107 | $2.4M | $367,297 | $451,726 |
| 2022 | 98 | $1.4M | $240,496 | $371,300 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $16,806 | — | $16,806 |
| CETERA INVESTMENT ADVISORS | Other Service Provider | $14,801 | — | $14,801 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,607
- Estimated Expense Ratio: 0.690% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $592,978 | $14,801 | $16,806 | — | — |
| 2024 | $21,201 | $11,300 | $9,901 | — | — |
| 2023 | $182,400 | — | — | — | — |
| 2022 | $124,273 | — | — | — | — |