Plan Snapshot
- Plan Sponsor: Feld Entertainment, INC.
- Sponsor EIN: 520996636
- Sponsor Address: 800 FELD WAY, PALMETTO, FL, 34221
- Plan Type: 401(k)
- Total Participants: 1,139
- Total Assets: $96.2M
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 | 1,139 | $96.2M | $1.6M | $4.4M |
| 2023 | 1,118 | $81.8M | $1.5M | $3.9M |
| 2022 | 980 | $65.7M | $1.2M | $3.2M |
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 |
|---|---|---|---|---|
| ACCELL CPA & ASSOCIATES, P.A. | Auditor | $14,000 | — | $14,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.015% 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 | $114,029 | $22,842 | — | $14,000 | — |
| 2023 | $113,875 | $40,367 | — | $14,000 | — |
| 2022 | $102,290 | $55,290 | $12,000 | — | — |