Plan Snapshot
- Plan Sponsor: Mease Life, INC.
- Sponsor EIN: 591005403
- Sponsor Address: 700 MEASE PLAZA, DUNEDIN, FL, 34698
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $32 | $76,723 | $224,407 |
| 2022 | 168 | $1.5M | $100,287 | $319,211 |
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 |
|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS LLC | Other Service Provider | $32,918 | $1,672 | $34,590 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Other Service Provider | $20,036 | — | $20,036 |
| EMPOWER ANNUITY INS CO OF AMERICA | Other Service Provider | $17,574 | — | $17,574 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,200
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 | — | — | — | — | — |
| 2023 | $21,522 | — | $21,522 | — | — |
| 2022 | $13,276 | — | $13,276 | — | — |