Plan Snapshot
- Plan Sponsor: Hall Communications, INC.
- Sponsor EIN: 060843728
- Sponsor Address: 404 WEST LIME STREET, LAKELAND, FL, 33815
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $12.8M
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 | 96 | $12.8M | $397,327 | $48,434 |
| 2023 | 94 | $13.4M | $0 | $443,484 |
| 2022 | 96 | $12.5M | $0 | $472,524 |
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 |
|---|---|---|---|---|
| PRIDA, GUIDA & PEREZ, P.A. | Auditor | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA, GUIDA & PEREZ, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.109% 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 | $21,267 | $2,662 | — | $14,000 | — |
| 2023 | $20,812 | $2,558 | — | $15,000 | — |
| 2022 | $23,915 | $2,601 | — | — | $20,050 |