Plan Snapshot
- Plan Sponsor: Fowler White Burnett, P.A.
- Sponsor EIN: 591303994
- Sponsor Address: 1395 BRICKELL AVENUE 14TH FLOOR, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $43.8M
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 | 106 | $43.8M | $627,657 | $1.0M |
| 2023 | 113 | $42.8M | $616,854 | $993,386 |
| 2022 | 112 | $36.7M | $590,842 | $1.0M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $96,572 | $37,172 | — | — | — |
| 2023 | $88,325 | $32,834 | — | — | — |
| 2022 | $29,661 | — | $29,661 | — | — |