Plan Snapshot
- Plan Sponsor: Dixie Landscape
- Sponsor EIN: 592305363
- Sponsor Address: PO BOX 160328, MIAMI, FL, 331160328
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 331 | $9.9M | $395,361 | $565,694 |
| 2023 | 308 | $8.4M | $332,593 | $479,577 |
| 2022 | 335 | $6.5M | $295,048 | $413,852 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | RECORDKEEPER | $20,905 | — | $20,905 |
| KSDT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,905
- Estimated Expense Ratio: 0.211% 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 | — | — | — | — | — |
| 2023 | $4,037 | — | $4,037 | — | — |
| 2022 | — | — | — | — | — |