Plan Snapshot
- Plan Sponsor: Fun Spot Of Florida, INC.
- Sponsor EIN: 593203953
- Sponsor Address: 5700 FUN SPOT WAY, ORLANDO, FL, 328190001
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $4.0M
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 | 218 | $4.0M | $169,787 | $373,723 |
| 2023 | 482 | $3.2M | $144,483 | $320,306 |
| 2022 | 213 | $2.7M | $149,165 | $317,705 |
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 |
|---|---|---|---|---|
| BKHM P.A. | Auditor | $1,428 | — | $1,428 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BKHM P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,428
- Estimated Expense Ratio: 0.036% 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 | $9,763 | $948 | $6,569 | $1,428 | — |
| 2023 | $2,829 | — | — | — | — |
| 2022 | $3,372 | — | — | — | — |