Plan Snapshot
- Plan Sponsor: Lotspeich Co. Of Florida, INC.
- Sponsor EIN: 591171393
- Sponsor Address: 6351 NORTHWEST 28TH WAY, FORT LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $22.3M
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 | 150 | $22.3M | $455,448 | $938,294 |
| 2023 | 192 | $22.6M | $454,999 | $850,198 |
| 2022 | 173 | $19.8M | $345,622 | $724,933 |
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 |
|---|---|---|---|---|
| BRINK, KEY, & CHLUDZINSKI, P.C. | 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 | $81,965 | $4,235 | $2,620 | — | — |
| 2023 | $84,463 | $3,991 | $80,472 | — | — |
| 2022 | $79,910 | $3,853 | $74,722 | — | $1,335 |