Plan Snapshot
- Plan Sponsor: Gargiulo, INC.
- Sponsor EIN: 431627149
- Sponsor Address: 15000 OLD U.S. 41 NORTH, NAPLES, FL, 34110
- Plan Type: DC
- Total Participants: 320
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 320 | $7.3M | $0 | $170,433 |
| 2023 | 305 | $6.4M | $0 | $233,298 |
| 2022 | 312 | $5.1M | $0 | $186,535 |
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 |
|---|---|---|---|---|
| CARROLL & COOK, C.P.A.S | Auditor | — | — | $0 |
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 | $51,107 | $26,286 | $24,821 | — | — |
| 2023 | $41,153 | $21,331 | $19,822 | — | — |
| 2022 | $38,289 | $19,726 | $18,263 | — | $300 |