# Perez Of Florida, INC. 401(k) Plan
Source: https://planprovider.pro/companies/perez-of-florida-inc-401k-plan

> Perez Of Florida, INC.'s 401(k) plan: 179 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Perez Of Florida, INC.

- **Sponsor EIN:** 592039238

- **Sponsor Address:** 601 N NEW YORK AVENUE, SUITE 204, WINTER PARK, FL, 32789

- **Plan Type:** 401(k)

- **Total Participants:** 179

- **Total Assets:** $3.0M

## 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.|

| 2023|179|$3.0M|$576,609|$281,357|

| 2022|176|$1.9M|$492,314|$278,220|

## 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|

| CPA GUSTAVO TORRES DECOS, P.A.|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|

| 2023|$18,098|—|$18,098|—|—|

| 2022|$14,563|—|$14,563|—|—|

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