Plan Snapshot
- Plan Sponsor: Disc Village, INC.
- Sponsor EIN: 591491338
- Sponsor Address: 3333 W. PENSACOLA STREET, TALLAHASSEE, FL, 32304
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $6.0M
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 | 174 | $6.0M | $326,385 | $378,198 |
| 2023 | 192 | $5.2M | $416,190 | $346,406 |
| 2022 | 162 | $4.3M | $188,311 | $257,523 |
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 |
|---|---|---|---|---|
| THOMAS HOWELL FERGUSON, P.A. CPAS | Auditor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMAS HOWELL FERGUSON, P.A. CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.183% 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 |
|---|---|---|---|---|---|
| 2024 | $67,138 | — | $56,138 | $11,000 | — |
| 2023 | $55,692 | — | $55,692 | — | — |
| 2022 | $38,465 | — | $38,465 | — | — |