Plan Snapshot
- Plan Sponsor: Hpp Property Services, LLC D/B/A Lemonjuice Capital Solutions
- Sponsor EIN: 834623225
- Sponsor Address: 7380 WEST SAND LAKE ROAD, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $746,519
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 157 | $746,519 | $302,272 | $386,073 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT PLAN SERVI | Custodian / Trustee | $5,518 | — | $5,518 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,518
- Estimated Expense Ratio: 0.739% 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 |
|---|---|---|---|---|---|
| 2024 | $7,368 | — | — | — | — |