Plan Snapshot
- Plan Sponsor: Gold Coast Eagle Distributing, LLP
- Sponsor EIN: 650710195
- Sponsor Address: 7051 WIRELESS CT, SARASOTA, FL, 342404800
- Plan Type: DC
- Total Participants: 140
- Total Assets: $7.4M
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 | 140 | $7.4M | $376,891 | $291,424 |
| 2023 | 148 | $6.5M | $356,194 | $260,139 |
| 2022 | 138 | $5.7M | $333,398 | $227,724 |
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 |
|---|---|---|---|---|
| KB PENSION SERVICES INC | Recordkeeper | $5,701 | $3,326 | $9,027 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,027
- Estimated Expense Ratio: 0.122% 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 | $7,278 | — | $7,278 | — | — |
| 2023 | $3,854 | — | $3,854 | — | — |
| 2022 | $2,637 | — | $2,637 | — | — |