Plan Snapshot
- Plan Sponsor: Gunster, Yoakley & Stewart, P.A.
- Sponsor EIN: 591450702
- Sponsor Address: 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Total Participants: 495
- Total Assets: $242.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 495 | $242.7M | $6.0M | $6.9M |
| 2023 | 497 | $210.1M | $5.8M | $6.5M |
| 2022 | 426 | $179.7M | $4.4M | $4.9M |
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 |
|---|---|---|---|---|
| COHNREZNICK | 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 | $384,372 | $384,372 | — | — | — |
| 2023 | $340,675 | $305,339 | $22,421 | — | — |
| 2022 | $315,975 | — | — | — | $315,975 |