Plan Snapshot
- Plan Sponsor: Penney Retirement Community
- Sponsor EIN: 590624420
- Sponsor Address: 4380 LEWIS AVE BOX 155, PENNEY FARMS, FL, 32079
- Plan Type: 403(b)
- Total Participants: 208
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 208 | $4.6M | $290,872 | $171,904 |
| 2023 | 197 | $4.0M | $240,674 | $147,699 |
| 2022 | 151 | $3.7M | $237,722 | $158,647 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $10,528 | — | $10,528 | — | — |
| 2023 | $14,083 | — | $14,083 | — | — |
| 2022 | $14,160 | — | $14,160 | — | — |