# Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. 401(k) Plan
Source: https://planprovider.pro/companies/johnson-pope-bokor-ruppel-burns-l-l-p-401k-plan

> Johnson, Pope, Bokor, Ruppel & Burns, L. L. P.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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