Plan Snapshot
- Plan Sponsor: Positive Behavior Supports Corporation
- Sponsor EIN: 205268843
- Sponsor Address: 7108 S KANNER HIGHWAY, STUART, FL, 34997
- Plan Type: 401(k)
- Total Participants: 3,357
- Total Assets: $26.3M
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 | 3,357 | $26.3M | $1.4M | $6.8M |
| 2023 | 2,837 | $16.7M | $1.1M | $6.0M |
| 2022 | 3,628 | $8.0M | $607,622 | $3.5M |
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 |
|---|---|---|---|---|
| COTLAR, PLLC | 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 |
|---|---|---|---|---|---|
| 2024 | $208,259 | — | $208,259 | — | — |
| 2023 | $112,077 | — | $112,077 | — | — |
| 2022 | $50,128 | — | $50,128 | — | — |