Plan Snapshot
- Plan Sponsor: R.L. Schreiber, INC.
- Sponsor EIN: 591217903
- Sponsor Address: 2745 W CYPRESS CREEK ROAD, FORT LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $6.7M
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 | 100 | $6.7M | $182,879 | $366,226 |
| 2023 | 93 | $5.9M | $182,879 | $368,566 |
| 2022 | 98 | $5.7M | $179,645 | $362,426 |
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 |
|---|---|---|---|---|
| GILLIAM BELL MOSER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILLIAM BELL MOSER 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 | $50,763 | — | $50,763 | — | — |
| 2023 | $47,541 | — | $47,541 | — | — |
| 2022 | $52,814 | $31,688 | $20,276 | — | $850 |