Plan Snapshot
- Plan Sponsor: Peaden
- Sponsor EIN: 262317496
- Sponsor Address: 620 WEST BALDWIN RD, PANAMA CITY, FL, 32405
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $2.1M
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 | 235 | $2.1M | $60,674 | $408,076 |
| 2023 | 247 | $1.9M | $35,756 | $283,352 |
| 2022 | 216 | $1.6M | $24,139 | $199,829 |
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 |
|---|---|---|---|---|
| WARREN AVERETTT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETTT LLC — 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 | $570,954 | — | $22,825 | — | — |
| 2023 | $305,168 | — | $20,689 | — | — |
| 2022 | $19,136 | — | — | — | — |