Plan Snapshot
- Plan Sponsor: Naylor, L.L.C.
- Sponsor EIN: 203140220
- Sponsor Address: 550 SW 2ND AVENUE, GAINESVILLE, FL, 32601
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $21.8M
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 | 232 | $21.8M | $0 | $1.6M |
| 2023 | 251 | $20.2M | $0 | $1.5M |
| 2022 | 240 | $18.0M | $0 | $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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $48,431 | — | $48,431 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $20,181 | — | $20,181 |
| CARON & BLETZER, PLLC | Auditor | $11,475 | — | $11,475 |
| JAMES MOORE | Auditor | $6,180 | — | $6,180 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- CARON & BLETZER, PLLC — Auditor
- JAMES MOORE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,267
- Estimated Expense Ratio: 0.395% 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 | $90,720 | $52,884 | — | $17,655 | — |
| 2023 | $61,597 | $46,230 | — | — | — |
| 2022 | $75,529 | — | — | — | — |