Plan Snapshot
- Plan Sponsor: Eisman & Russo, INC.
- Sponsor EIN: 592606484
- Sponsor Address: 6455 POWERS AVENUE, JACKSONVILLE, FL, 32217
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $24.2M
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 | 155 | $24.2M | $561,756 | $904,447 |
| 2023 | 152 | $19.4M | $510,207 | $879,041 |
| 2022 | 146 | $16.0M | $504,886 | $804,640 |
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 |
|---|---|---|---|---|
| SIMONIC, SIMONIC, RATNECHT & ASSOC | 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 | $25,237 | — | — | — | — |
| 2023 | $28,834 | — | — | — | — |
| 2022 | $12,074 | — | — | — | — |