Plan Snapshot
- Plan Sponsor: Handex Consulting & Remediation, LLC
- Sponsor EIN: 203908055
- Sponsor Address: 2211 LEE ROAD, WINTER PARK, FL, 32789
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 117
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 117 | $9.2M | $178,245 | $712,969 |
| 2022 | 96 | $7.6M | $145,349 | $581,387 |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | Investment Advisor | $27,182 | — | $27,182 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $25,654 | — | $25,654 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,836
- Estimated Expense Ratio: 0.575% 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 |
|---|---|---|---|---|---|
| 2023 | $52,836 | $27,182 | — | — | — |
| 2022 | $54,794 | — | — | — | — |