Plan Snapshot
- Plan Sponsor: Kass Shuler, P.A.
- Sponsor EIN: 592978197
- Sponsor Address: 1604 N. MARION ST., TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $13.7M
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 | 92 | $13.7M | $285,611 | $436,194 |
| 2023 | 90 | $13.5M | $0 | $483,472 |
| 2022 | 79 | $11.7M | $210,718 | $478,003 |
| 2020 | 92 | $12.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS(FRS)ATTEST SERVICES | 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 | $58,782 | $35,428 | $23,354 | — | — |
| 2023 | $35,649 | $19,065 | $16,584 | — | — |
| 2022 | $47,706 | — | — | — | $47,706 |
| 2020 | $34,649 | — | $34,649 | — | — |