Plan Snapshot
- Plan Sponsor: Launch That LLC
- Sponsor EIN: 260270331
- Sponsor Address: 1 SOUTH ORANGE, SUITE 200, ORLANDO, FL, 32801
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 73
- Total Assets: $147,232
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 73 | $147,232 | $802,959 | $3,798 |
| 2023 | 72 | $243,716 | $774,267 | $144,102 |
| 2022 | 83 | $171,983 | $703,830 | $87,124 |
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 |
|---|---|---|---|---|
| ONEDIGITAL (ORLANDO, FL) | Investment Advisor | $29,614 | — | $29,614 |
| UMR | Other Service Provider | $25,578 | — | $25,578 |
| THE BENECON GROUP, LLC | Investment Advisor | $16,966 | — | $16,966 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,158
- Estimated Expense Ratio: 49.010% 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 | $811,480 | — | — | — | — |
| 2023 | $969,610 | — | — | — | — |
| 2022 | $718,287 | — | — | — | — |