Plan Snapshot
- Plan Sponsor: Kma Sunbelt Trading Corporation
- Sponsor EIN: 592305075
- Sponsor Address: 3696 ULMERTON ROAD, CLEARWATER, FL, 33762
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $8.2M
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 | 150 | $8.2M | $127,579 | $726,967 |
| 2023 | 179 | $6.8M | $123,345 | $615,962 |
| 2022 | 171 | $5.5M | $87,980 | $544,351 |
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 |
|---|---|---|---|---|
| PRIDA, GUIDA, & PEREZ, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA, GUIDA, & PEREZ, P.A. — 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 | $69,811 | — | $60,649 | — | — |
| 2023 | $57,395 | — | $52,694 | — | — |
| 2022 | $72,616 | — | — | — | — |