Plan Snapshot
- Plan Sponsor: Enstar (Us) INC.
- Sponsor EIN: 200683870
- Sponsor Address: 150 2ND AVE N, 3RD FLOOR, ST. PETERSBURG, FL, 33701
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $134.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 345 | $134.0M | $2.9M | $5.1M |
| 2023 | 335 | $114.0M | $2.6M | $4.6M |
| 2022 | 320 | $99.7M | $2.5M | $4.2M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | RETAINED BY CLIENT | $35,000 | — | $35,000 |
| JOHN HANCOCK | RETAINED BY CLIENT | $34,314 | — | $34,314 |
| CARON & BLETZER, PLLC | RETAINED BY CLIENT | $14,400 | — | $14,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY CLIENT
- CARON & BLETZER, PLLC — RETAINED BY CLIENT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,714
- Estimated Expense Ratio: 0.062% 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 | $214,562 | $56,192 | $143,970 | $14,400 | — |
| 2023 | $214,897 | $34,583 | $110,284 | $15,830 | — |
| 2022 | $136,125 | $48,029 | $75,496 | — | $12,600 |