Plan Snapshot
- Plan Sponsor: Pods Enterprises, LLC
- Sponsor EIN: 202759417
- Sponsor Address: 13535 FEATHER SOUND DRIVE, CLEARWATER, FL, 33762
- Plan Type: 401(k)
- Total Participants: 1,898
- Total Assets: $68.3M
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 | 1,898 | $68.3M | $3.1M | $9.6M |
| 2023 | 1,838 | $58.8M | $3.4M | $9.9M |
| 2022 | 2,060 | $47.9M | $3.2M | $9.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $238,761 | — | $238,761 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $73,937 | — | $73,937 |
| ASSURANCE DIMENSIONS | ACCOUNTANT/AUDITOR | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- ASSURANCE DIMENSIONS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $320,198
- Estimated Expense Ratio: 0.469% of plan assets
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 | $320,198 | $73,937 | $300 | $7,500 | — |
| 2023 | $278,244 | $69,335 | — | $7,500 | — |
| 2022 | $105,488 | — | — | — | — |