Plan Snapshot
- Plan Sponsor: Legal Services Of North Florida, INC.
- Sponsor EIN: 510197090
- Sponsor Address: 2119 DELTA BLVD, TALLAHASSEE, FL, 323034209
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 138 | $6.6M | $362,483 | $274,517 |
| 2023 | 112 | $5.5M | $260,387 | $241,456 |
| 2022 | 105 | $4.5M | $229,814 | $244,772 |
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 |
|---|---|---|---|---|
| PURVIS, GRAY AND COMPANY, LLP | 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 | $851 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |