Plan Snapshot
- Plan Sponsor: Gulf View Private Investment, INC.
- Sponsor EIN: 472396524
- Sponsor Address: 2150 GOODLETTE-FRANK RD N STE 301, NAPLES, FL, 34102
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $11.2M
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 | 187 | $11.2M | $114,770 | $501,528 |
| 2023 | 197 | $11.7M | $83,953 | $455,322 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | 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 | $55,582 | — | $55,582 | — | — |
| 2023 | $55,575 | — | $55,575 | — | — |