Plan Snapshot
- Plan Sponsor: Garda Cl Atlantic, INC.
- Sponsor EIN: 510069745
- Sponsor Address: 2000 NW CORPORATE BLVD, BOCA RATON, FL, 33431
- Plan Type: DB
- Total Participants: 24
- Total Assets: $7.8M
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 | 24 | $7.8M | $0 | $0 |
| 2023 | 25 | $7.2M | $0 | $0 |
| 2022 | 31 | $7.3M | $0 | $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 |
|---|---|---|---|---|
| USI | NONE | $43,650 | — | $43,650 |
| LERROSARBEY, PLLC | NONE | $16,800 | — | $16,800 |
| PRINCIPAL FINANCIAL GROUP, INC | NONE | $12,000 | — | $12,000 |
| MMA SECURITIES | NONE | $9,753 | — | $9,753 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LERROSARBEY, PLLC — NONE
- MMA SECURITIES — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,203
- Estimated Expense Ratio: 1.052% 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 | $82,203 | $9,753 | — | $16,800 | — |
| 2023 | $76,167 | $9,657 | — | — | — |
| 2022 | $65,108 | $15,812 | $12,000 | — | $37,296 |