Plan Snapshot
- Plan Sponsor: Plymouth Harbor, INC.
- Sponsor EIN: 591031820
- Sponsor Address: 700 JOHN RINGLING BLVD., SARASOTA, FL, 342361542
- Plan Type: 401(k)
- Total Participants: 370
- Total Assets: $8.8M
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 | 370 | $8.8M | $288,033 | $707,145 |
| 2023 | 358 | $7.4M | $244,418 | $632,835 |
| 2022 | 260 | $6.5M | $268,184 | $653,332 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $28,270 | $13,068 | — | — | — |
| 2023 | $3,675 | — | $3,125 | — | — |
| 2022 | $3,200 | — | — | — | — |