# Pines Of Sarasota 401(k) Plan
Source: https://planprovider.pro/companies/pines-of-sarasota-plan

> Pines Of Sarasota's 401(k) plan: 235 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Pines Of Sarasota

- **Sponsor EIN:** 590700567

- **Sponsor Address:** 1501 N. ORANGE AVENUE, SARASOTA, FL, 34236

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

- **Total Participants:** 235

- **Total Assets:** $5.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|235|$5.2M|$87,135|$244,845|

| 2022|122|$4.6M|$81,515|$262,721|

## 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|

| WALTERS & ASSOCIATES, CPAS|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|$37,223|—|$37,223|—|—|

| 2022|$38,349|—|$38,349|—|—|

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