Plan Snapshot
- Plan Sponsor: Henderson Franklin Starnes & Holt, P.A.
- Sponsor EIN: 591237100
- Sponsor Address: 1715 MONROE ST, FORT MYERS, FL, 33901
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $41.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 132 | $41.1M | $599,263 | $1.5M |
| 2023 | 134 | $34.6M | $694,260 | $1.4M |
| 2022 | 146 | $28.5M | $549,875 | $1.3M |
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 |
|---|---|---|---|---|
| HSC/TUSCAN & COMPANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HSC/TUSCAN & COMPANY, PA — Auditor
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 | $5,062 | $1,984 | — | — | — |
| 2023 | $3,021 | $921 | — | — | — |
| 2022 | $4,046 | $571 | — | — | — |