Plan Snapshot
- Plan Sponsor: Lee Fp, INC. Dba Cypress Living
- Sponsor EIN: 650184989
- Sponsor Address: 16451 HEALTHPARK COMMONS DR., FORT MYERS, FL, 33908
- Plan Type: 401(k)
- Total Participants: 547
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 547 | $13.7M | $694,806 | $1.5M |
| 2023 | 597 | $11.4M | $643,743 | $1.4M |
| 2022 | 561 | $9.2M | $628,245 | $1.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $39,464 | — | $39,464 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,464
- Estimated Expense Ratio: 0.288% 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 | $89,909 | — | $50,445 | $39,464 | — |
| 2023 | $77,542 | $32,807 | $44,735 | — | — |
| 2022 | $56,726 | — | $56,726 | — | — |