Plan Snapshot
- Plan Sponsor: Interplan LLC
- Sponsor EIN: 593667640
- Sponsor Address: 220 E CENTRAL PARKWAY, ALTAMONTE SPRINGS, FL, 32701
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $10.5M
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 | 167 | $10.5M | $143,829 | $718,581 |
| 2023 | 162 | $10.1M | $149,711 | $750,362 |
| 2022 | 171 | $8.4M | $133,854 | $669,201 |
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 |
|---|---|---|---|---|
| GLICKSTEIN LAVAL CARRIS PA | 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 | $62,521 | $2,111 | — | — | — |
| 2023 | $59,264 | — | — | — | — |
| 2022 | $57,931 | — | — | — | — |