Plan Snapshot
- Plan Sponsor: Lokey Oldsmobile, INC.
- Sponsor EIN: 590881085
- Sponsor Address: 27758 US HWY 19 N, CLEARWATER, FL, 33761
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $11.6M
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 | 276 | $11.6M | $171,090 | $1.2M |
| 2023 | 312 | $10.3M | $159,082 | $1.3M |
| 2022 | 307 | $8.8M | $178,017 | $1.5M |
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 |
|---|---|---|---|---|
| BRIMMER, BUREK & KEELAN | 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 | $42,936 | $19,313 | — | — | — |
| 2023 | $37,793 | $21,833 | — | — | — |
| 2022 | $39,266 | — | $39,266 | — | — |