Plan Snapshot
- Plan Sponsor: Eraclides, Gelman, Hall & Indek, PA
- Sponsor EIN: 203739348
- Sponsor Address: 2030 BEE RIDGE RD, SARASOTA, FL, 34239
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $20.1M
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 | 171 | $20.1M | $464,817 | $938,461 |
| 2023 | 166 | $17.6M | $447,642 | $915,681 |
| 2022 | 169 | $13.8M | $416,150 | $845,861 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS LLC — Auditor
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 | $71,236 | — | — | — | — |
| 2023 | $72,772 | $29,766 | $43,006 | — | — |
| 2022 | $71,716 | $28,793 | $42,923 | — | — |