Plan Snapshot
- Plan Sponsor: Esposito Nursery, INC.
- Sponsor EIN: 591790709
- Sponsor Address: 2743 CAPITAL CIRCLE N. E., TALLAHASSEE, FL, 32308
- Plan Type: DC
- Total Participants: 91
- Total Assets: $1.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 91 | $1.3M | $153,364 | $0 |
| 2023 | 91 | $1.1M | $86,308 | $0 |
| 2022 | 99 | $913,842 | $108,414 | $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 |
|---|---|---|---|---|
| CARSON & BELTZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARSON & BELTZER, PLLC — 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 | $32,163 | $8,209 | $10,225 | — | — |
| 2023 | $43,036 | $7,117 | $8,985 | $12,800 | — |
| 2022 | $30,450 | $7,234 | — | — | $11,675 |