Plan Snapshot
- Plan Sponsor: Pantogran LLC Dba Center For Autism And Related Disorders
- Sponsor EIN: 931776818
- Sponsor Address: 996 ROYAL MARCO WAY, MARCO ISLAND, FL, 34145
- Plan Type: 401(k)
- Total Participants: 2,138
- Total Assets: $24.1M
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 | 2,138 | $24.1M | $2,191 | $3.0M |
| 2023 | 1,533 | $22.0M | $74,186 | $3.5M |
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 |
|---|---|---|---|---|
| SCOTT MILLER CPA AND ASSOCIATES, PC | Auditor | $13,995 | — | $13,995 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT MILLER CPA AND ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,995
- Estimated Expense Ratio: 0.058% 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 | $295,979 | $25,320 | — | $13,995 | — |
| 2023 | $313,023 | $22,819 | — | $13,938 | — |