Plan Snapshot
- Plan Sponsor: Juniper Landscaping Of Florida
- Sponsor EIN: 264242641
- Sponsor Address: 4415 METRO PARKWAY, 3RD FLOOR, FORT MYERS, FL, 33916
- Plan Type: 401(k)
- Total Participants: 2,175
- Total Assets: $5.4M
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 | 2,175 | $5.4M | $241,726 | $1.2M |
| 2023 | 1,547 | $3.9M | $197,802 | $852,120 |
| 2022 | 1,648 | $2.8M | $143,433 | $645,375 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $40,191 | — | $40,191 |
| TEMPLETON ACCOUNTANTS & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- TEMPLETON ACCOUNTANTS & ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,191
- Estimated Expense Ratio: 0.743% 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 | $40,192 | — | — | — | — |
| 2023 | $30,294 | — | — | — | — |
| 2022 | $35,415 | — | $35,415 | — | — |