Plan Snapshot
- Plan Sponsor: Edd Helms Group INC.
- Sponsor EIN: 592605868
- Sponsor Address: 740 INTERNATIONAL PKWY, SUNRISE, FL, 333256219
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $4.9M
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. |
|---|---|---|---|---|
| 2025 | 93 | $4.9M | $0 | $0 |
| 2024 | 92 | $5.1M | $0 | $0 |
| 2023 | 93 | $4.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| DOHAN CPA PA | 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 |
|---|---|---|---|---|---|
| 2025 | $23,970 | — | — | — | — |
| 2024 | $23,043 | — | $6,898 | — | — |
| 2023 | $20,937 | — | — | — | — |