Plan Snapshot
- Plan Sponsor: How To Manage A Small Law Firm Ii LLC
- Sponsor EIN: 461813153
- Sponsor Address: 3109 GRAND AVENUE, SUITE 188, MIAMI, FL, 33133
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $5.1M
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. |
|---|---|---|---|---|
| 2024 | 92 | $5.1M | $312,273 | $679,853 |
| 2023 | 126 | $3.7M | $325,508 | $666,439 |
| 2022 | 101 | $2.5M | $275,983 | $588,119 |
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 |
|---|---|---|---|---|
| PAAST | 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 | $19,897 | — | $19,897 | — | — |
| 2023 | $12,438 | — | $12,438 | — | — |
| 2022 | $11,261 | $2,755 | $8,506 | — | — |