Plan Snapshot
- Plan Sponsor: Provest, LLC
- Sponsor EIN: 204268980
- Sponsor Address: 7702 WOODLAND CENTER BLVD, TAMPA, FL, 78215
- Plan Type: 401(k)
- Total Participants: 408
- Total Assets: $15.0M
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 | 408 | $15.0M | $163,549 | $612,970 |
| 2023 | 308 | $5.7M | $125,127 | $435,156 |
| 2022 | 259 | $4.7M | $10,000 | $399,763 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $84,294 | $21,372 | $62,922 | — | — |
| 2023 | $37,889 | $22,071 | $15,818 | — | — |
| 2022 | $33,741 | $22,300 | $11,441 | — | — |