Plan Snapshot
- Plan Sponsor: Lee & Cates Glass, INC.
- Sponsor EIN: 590713691
- Sponsor Address: 5355 SHAWLAND ROAD, JACKSONVILLE, FL, 32254
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $7.0M
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 | 145 | $7.0M | $97,492 | $358,351 |
| 2023 | 117 | $6.8M | $77,775 | $407,183 |
| 2022 | 161 | $6.4M | $100,782 | $419,939 |
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 |
|---|---|---|---|---|
| PATRICK & RAINES | 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 | $41,442 | $26,393 | $12,874 | — | — |
| 2023 | $38,211 | $23,413 | $11,498 | — | — |
| 2022 | $49,091 | $9,438 | $39,478 | — | — |