Plan Snapshot
- Plan Sponsor: Landsouth Construction, LLC
- Sponsor EIN: 582396999
- Sponsor Address: 4233 PABLO PROFESSIONAL CT, STE 101, JACKSONVILLE, FL, 32224
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 90 | $10.4M | $452,497 | $978,176 |
| 2023 | 113 | $8.8M | $460,676 | $926,432 |
| 2022 | 98 | $6.4M | $297,038 | $714,654 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,416 | — | $41,416 |
| J W COLE FINANCIAL INC | ADVISOR | $24,996 | — | $24,996 |
| ECONOMIC GROUP PENSION SERVICES | OTHER SERVICES | $6,030 | — | $6,030 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,442
- Estimated Expense Ratio: 0.700% 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 | $72,442 | $24,996 | — | $6,030 | — |
| 2023 | $69,021 | $24,124 | — | $21,565 | — |
| 2022 | $70,831 | — | — | — | — |