Plan Snapshot
- Plan Sponsor: Ocala Breeders Sales Co., INC.
- Sponsor EIN: 591566113
- Sponsor Address: 1701 SW 60TH AVENUE, OCALA, FL, 34474
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 107 | $5.3M | $192,075 | $281,778 |
| 2023 | 107 | $4.7M | $168,172 | $246,800 |
| 2022 | 110 | $4.0M | $175,052 | $243,550 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA PLLC — Auditor
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 | $32,709 | $28,332 | — | — | — |
| 2023 | $26,510 | $11,939 | $11,177 | — | — |
| 2022 | $24,797 | $14,284 | $8,329 | — | $2,184 |