# Frederick Derr &amp; Company, INC. DC Plan
Source: https://planprovider.pro/companies/frederick-derr-company-inc-plan

> Frederick Derr &amp; Company, INC.&#39;s DC plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Frederick Derr & Company, INC.

- **Sponsor EIN:** 590915336

- **Sponsor Address:** 1451 MYRTLE STREET, SARASOTA, FL, 34234

- **Plan Type:** DC

- **Total Participants:** 95

- **Total Assets:** $12.4M

## 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|95|$12.4M|$237,759|$0|

| 2023|101|$1.8M|$233,595|$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|

| BERMAN HOPKINS WRIGHT AND LAHAM|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERMAN HOPKINS WRIGHT AND LAHAM](https://planprovider.pro/provider/berman-hopkins-cpas-and-associates) — 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

## Similar Plans

- [Eagle Engineering & Land Development, INC.](https://planprovider.pro/companies/eagle-engineering-land-development-inc-plan) — 87 participants

- [A. J. Johns, INC.](https://planprovider.pro/companies/a-j-johns-inc-401k-plan) — 133 participants

- [Conti Federal Services, LLC](https://planprovider.pro/companies/conti-federal-services-llc-401k-plan) — 141 participants

- [Kelly Brothers, INC.](https://planprovider.pro/companies/kelly-brothers-inc-401k-plan) — 41 participants

- [Maccurrach Golf Construction, INC.](https://planprovider.pro/companies/maccurrach-golf-construction-inc-401k-plan) — 18 participants

- [Srd, INC.](https://planprovider.pro/companies/srd-inc-401k-plan) — 18 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/frederick-derr-company-inc-plan)

&copy; 2026 PlanProvider.Pro
