Plan Snapshot
- Plan Sponsor: La Cava, Jacobson & Goodis, P.A.
- Sponsor EIN: 272360538
- Sponsor Address: 501 E KENNEDY BLVD STE 1250, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 179 | $12.7M | $410,647 | $1.1M |
| 2023 | 152 | $9.8M | $344,293 | $879,052 |
| 2022 | 131 | $6.9M | $306,897 | $756,093 |
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 |
|---|---|---|---|---|
| JOHNSON O'CONNOR FERON & CARUCCI LL | Auditor | — | — | $0 |
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 | $63,199 | — | — | — | — |
| 2023 | $48,800 | $22,940 | — | — | — |
| 2022 | $1,133,781 | — | $45,418 | — | — |