Plan Snapshot
- Plan Sponsor: Page Brothers Associates, INC. D/B/A Coral Springs Honda
- Sponsor EIN: 592317215
- Sponsor Address: 9400 WEST ATLANTIC BLVD, CORAL SPRINGS, FL, 330716948
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $13.9M
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 | 354 | $13.9M | $261,065 | $2.1M |
| 2023 | 310 | $12.0M | $179,921 | $1.8M |
| 2022 | 323 | $9.4M | $134,817 | $1.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $84,271 | — | $84,271 |
| BKD LLP | OTHER | $18,795 | — | $18,795 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,066
- Estimated Expense Ratio: 0.740% 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 | $103,066 | — | — | — | — |
| 2023 | $21,576 | — | — | — | — |
| 2022 | $70,191 | $13,625 | $56,566 | — | — |