Plan Snapshot
- Plan Sponsor: Kingwood Orlando Reunion Resort,LLC
- Sponsor EIN: 832315866
- Sponsor Address: 7953 GATHERING DRIVE, KISSIMMEE, FL, 34747
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 361 | $5.8M | $288,577 | $744,521 |
| 2023 | 335 | $4.6M | $236,278 | $724,586 |
| 2022 | 299 | $3.5M | $167,571 | $452,438 |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES | RECORD KEEPER | $41,109 | — | $41,109 |
| CPS INVESTMENT ADVISORS | FINANCIAL ADVISOR | $37,188 | — | $37,188 |
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $19,919 | — | $19,919 |
| CARR RIGGS & INGRAM, LLC | AUDITOR | $19,500 | — | $19,500 |
| PERVIS GRAY AND COMPANY | AUDITOR | $8,000 | — | $8,000 |
| PURVIS GRAY AND COMPANY | AUDITOR | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES — RECORD KEEPER
- CPS INVESTMENT ADVISORS — FINANCIAL ADVISOR
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,716
- Estimated Expense Ratio: 2.307% 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 | $125,626 | $37,188 | $54,827 | $27,500 | — |
| 2023 | $38,427 | — | $38,427 | — | — |
| 2022 | $37,602 | $941 | $36,661 | — | — |