Plan Snapshot
- Plan Sponsor: Kipp Of Jacksonville
- Sponsor EIN: 264046741
- Sponsor Address: 1440 MCDUFF AVE N, JACKSONVILLE, FL, 322542035
- Plan Type: 403(b)
- Total Participants: 331
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 331 | $1.7M | $80,139 | $221,411 |
| 2022 | 294 | $1.4M | $89,000 | $243,002 |
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 |
|---|---|---|---|---|
| BERMAN HOPKINS WRIGHT & LAHAM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERMAN HOPKINS WRIGHT & LAHAM — 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 |
|---|---|---|---|---|---|
| 2023 | $14,545 | — | $14,545 | — | — |
| 2022 | $12,922 | — | $12,922 | — | — |