Plan Snapshot
- Plan Sponsor: G.A. Food Services Of Pinellas County, INC.
- Sponsor EIN: 591485677
- Sponsor Address: 12200 32ND COURT NORTH, ST. PETERSBURG, FL, 33716
- Plan Type: DC
- Total Participants: 473
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 473 | $4.2M | $0 | $822,935 |
| 2023 | 557 | $3.6M | $0 | $853,009 |
| 2022 | 613 | $3.3M | $0 | $817,163 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $32,615 | — | $32,615 |
| PNC INSTITUTIONAL ASSET MANAGEMENT | ADVISOR | $6,041 | — | $6,041 |
| MCCLANATHAN, BURG, & ASSOC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,656
- Estimated Expense Ratio: 0.910% 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 | $39,861 | $6,339 | $22,383 | — | — |
| 2023 | $38,482 | $5,172 | $19,878 | — | — |
| 2022 | $49,032 | $2,443 | $46,089 | — | $500 |