# Henderson Franklin Starnes & Holt, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/henderson-franklin-starnes-holt-p-a-401k-plan

> Henderson Franklin Starnes & Holt, P.A.'s 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hsctuscan-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/henderson-franklin-starnes-holt-p-a-401k-plan)

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