Plan Snapshot
- Plan Sponsor: Earl Enterprises Corporate, LLC
- Sponsor EIN: 933791655
- Sponsor Address: 4700 MILLENIA BLVD SUITE 400, ORLANDO, FL, 32839
- Plan Type: 401(k)
- Total Participants: 6,561
- Total Assets: $33.1M
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 | 6,561 | $33.1M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $77,532 | — | $77,532 |
| ADVUS FINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $55,174 | — | $55,174 |
| CHERRY BEKAERT & HOLLAND, LLP | OTHER | $48,300 | — | $48,300 |
| TEMPLETON & COMPANY | Auditor | $48,300 | — | $48,300 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,569 | — | $8,569 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $237,875
- Estimated Expense Ratio: 0.718% 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 | $189,575 | $63,743 | — | $48,300 | — |