Plan Snapshot
- Plan Sponsor: Ldrv Holdings Corp.
- Sponsor EIN: 271491488
- Sponsor Address: 4042 PARK OAKS BLVD, TAMPA, FL, 33610
- Plan Type: 401(k)
- Total Participants: 1,278
- Total Assets: $34.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,278 | $34.6M | $989,054 | $4.1M |
| 2023 | 1,141 | $35.9M | $1.2M | $5.2M |
| 2022 | 1,280 | $31.9M | $1.7M | $6.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $132,125 | — | $132,125 |
| MERRILL LYNCH | INVESTMENT ADVISOR | $39,657 | — | $39,657 |
| BERMAN HOPKINS WRIGHT & LAHAM, CPAS | ACCOUNTANT/AUDITOR | $21,780 | — | $21,780 |
| ASSURANCE DIMENSIONS | Auditor | $21,780 | — | $21,780 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MERRILL LYNCH — INVESTMENT ADVISOR
- BERMAN HOPKINS WRIGHT & LAHAM, CPAS — ACCOUNTANT/AUDITOR
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,342
- Estimated Expense Ratio: 0.622% 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 | $193,562 | $39,657 | — | $21,780 | — |
| 2023 | $231,011 | — | $1,200 | $32,285 | — |
| 2022 | $194,831 | — | — | — | — |