Plan Snapshot
- Plan Sponsor: Keenan Hopkins Schmidt & Stowell Contractors
- Sponsor EIN: 592471479
- Sponsor Address: 5422 BAY CENTER DR, TAMPA, FL, 336093437
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $21.0M
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 | 285 | $21.0M | $183,825 | $1.2M |
| 2023 | 264 | $18.1M | $168,075 | $1.1M |
| 2022 | 206 | $16.2M | $153,435 | $999,712 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — 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 | $74,916 | — | $74,916 | — | — |
| 2023 | $65,277 | — | $65,277 | — | — |
| 2022 | $69,405 | — | $69,405 | — | — |