Plan Snapshot
- Plan Sponsor: Kubicki Draper, P.A.
- Sponsor EIN: 591365340
- Sponsor Address: 9100 S DADELAND BLVD, MIAMI, FL, 33156
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $71.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 398 | $71.8M | $1.8M | $3.3M |
| 2023 | 369 | $60.5M | $1.6M | $2.9M |
| 2022 | 347 | $46.7M | $1.4M | $2.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $13,905 | — | $13,905 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,905
- Estimated Expense Ratio: 0.019% 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 | $159,826 | $69,975 | — | $13,905 | — |
| 2023 | $148,571 | $65,038 | — | $16,789 | — |
| 2022 | $138,740 | $60,822 | $55,768 | — | $13,493 |