Plan Snapshot
- Plan Sponsor: Proplogix, LLC
- Sponsor EIN: 813763469
- Sponsor Address: 5901 N HONORE AVENUE, SARASOTA, FL, 34243
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $3.3M
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 | 160 | $3.3M | $142,593 | $362,214 |
| 2023 | 195 | $3.0M | $205,986 | $528,434 |
| 2022 | 253 | $2.4M | $262,190 | $729,295 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS (FRS) ATTEST SERVICE | 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 | $48,746 | $12,262 | $3,190 | — | — |
| 2023 | $22,803 | — | $22,803 | — | — |
| 2022 | $10,680 | — | $10,680 | — | — |