# La Cava, Jacobson & Goodis, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/la-cava-jacobson-goodis-p-a-plan-001

> La Cava, Jacobson & Goodis, P.A.'s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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