Plan Snapshot
- Plan Sponsor: J.A. Croson, LLC
- Sponsor EIN: 200751984
- Sponsor Address: 31550 CR-437, SORRENTO, FL, 32776
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $4.1M
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 | 198 | $4.1M | $30,931 | $265,519 |
| 2023 | 251 | $3.0M | $34,812 | $264,696 |
| 2022 | 286 | $2.7M | $40,534 | $315,767 |
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 |
|---|---|---|---|---|
| BERMAN HOPKINS WRIGHT & LAHAM CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERMAN HOPKINS WRIGHT & LAHAM CPAS — 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 | $45,334 | $16,092 | — | — | — |
| 2023 | $28,192 | $13,159 | — | — | — |
| 2022 | $28,894 | $11,895 | $16,999 | — | — |