Plan Snapshot
- Plan Sponsor: Park Square Enterprises, INC.
- Sponsor EIN: 592402753
- Sponsor Address: 5200 VINELAND RD, ORLANDO, FL, 32811
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $11.1M
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 | 171 | $11.1M | $533,141 | $1.1M |
| 2023 | 160 | $10.3M | $430,081 | $992,132 |
| 2022 | 163 | $7.9M | $407,124 | $906,865 |
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 |
|---|---|---|---|---|
| SAS ASSURANCE | Auditor | — | — | $0 |
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 | $33,201 | $23,408 | $9,793 | — | — |
| 2023 | $25,238 | — | $5,382 | — | — |
| 2022 | $19,819 | $13,863 | $5,956 | — | — |