Plan Snapshot
- Plan Sponsor: Lavie Holdco LLC
- Sponsor EIN: 873131400
- Sponsor Address: 800 CONCOURSE PARKWAY S, MAITLAND, FL, 32751
- Plan Type: 401(k)
- Total Participants: 4,288
- Total Assets: $37.5M
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 | 4,288 | $37.5M | $0 | $1.6M |
| 2023 | 4,577 | $39.7M | $0 | $2.5M |
| 2022 | 8,076 | $38.3M | $12,545 | $3.2M |
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 |
|---|---|---|---|---|
| ERIC PERDUE CPA LLC | 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 | $271,507 | $79,283 | $175,771 | — | — |
| 2023 | $282,010 | $79,374 | $128,681 | — | — |
| 2022 | $310,825 | $86,499 | $224,326 | — | — |