Plan Snapshot
- Plan Sponsor: Hillsborough Title, INC.
- Sponsor EIN: 592465719
- Sponsor Address: 1605 SOUTH ALEXANDER STREET, #102, PLANT CITY, FL, 33563
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $5.4M
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 | 166 | $5.4M | $247,874 | $410,034 |
| 2023 | 133 | $4.8M | $219,639 | $368,831 |
| 2022 | 136 | $3.9M | $257,051 | $447,496 |
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 |
|---|---|---|---|---|
| THOMAS G CPA LLCV | 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 | $22,629 | — | $22,629 | — | — |
| 2023 | $19,795 | — | $19,795 | — | — |
| 2022 | $15,926 | — | $15,926 | — | — |