Plan Snapshot
- Plan Sponsor: Kenpat Central Florida, LLC
- Sponsor EIN: 464840264
- Sponsor Address: 90 SOUTH BRADSHAW ROAD, APOPKA, FL, 32703
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 148
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $0 | $0 | $0 |
| 2023 | 116 | $136,188 | $798,459 | $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 |
|---|---|---|---|---|
| INSURANCE OFFICE OF AMERICA - FLORI | Investment Advisor | $48,180 | — | $48,180 |
| THE BENECON GROUP | Investment Advisor | $29,233 | — | $29,233 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $18,342 | — | $18,342 |
| CONNECTCARE3 | Other Service Provider | $9,026 | — | $9,026 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,781
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 | — | — | — | — | — |
| 2023 | $67,236 | — | $9,226 | — | — |