Plan Snapshot
- Plan Sponsor: Easter Seals Florida, INC.
- Sponsor EIN: 590637848
- Sponsor Address: 2010 CROSBY WAY, WINTER PARK, FL, 32792
- Plan Type: DC
- Total Participants: 343
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 343 | $3.5M | $0 | $273,238 |
| 2023 | 332 | $3.3M | $0 | $271,619 |
| 2022 | 326 | $3.0M | $0 | $226,486 |
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 |
|---|---|---|---|---|
| SCHAFER, TSCHOPP, WHITCOMB ET AL | 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 | $4,942 | — | — | — | — |
| 2023 | $4,082 | — | — | — | — |
| 2022 | $3,973 | — | — | — | — |