Plan Snapshot
- Plan Sponsor: Latino Enterprises, INC
- Sponsor EIN: 581443037
- Sponsor Address: 3451 ATLANTA INDUSTRIAL, ATLANTA, GA, 303311039
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $4.6M
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 | 254 | $4.6M | $290,784 | $378,101 |
| 2023 | 207 | $3.7M | $222,689 | $295,810 |
| 2022 | 196 | $2.6M | $189,780 | $252,677 |
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 |
|---|---|---|---|---|
| LONG & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LONG & ASSOCIATES, LLC — 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 | $5,520 | — | $5,520 | — | — |
| 2023 | $3,165 | — | $3,165 | — | — |
| 2022 | $4,650 | — | $4,650 | — | — |