Plan Snapshot
- Plan Sponsor: Johnson, Pope, Bokor, Ruppel & Burns, L. L. P.
- Sponsor EIN: 200525902
- Sponsor Address: 400 N ASHLEY DRIVE, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $71.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 172 | $71.3M | $2.1M | $1.9M |
| 2023 | 159 | $63.8M | $1.8M | $1.7M |
| 2022 | 170 | $49.4M | $1.9M | $1.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $210,755 | — | $210,755 | — | — |
| 2023 | $190,504 | — | $190,504 | — | — |
| 2022 | $201,968 | $188,683 | $13,285 | — | — |