Plan Snapshot
- Plan Sponsor: Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A
- Sponsor EIN: 591759654
- Sponsor Address: 201 EAST PINE STREET, 14TH FLOOR, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $40.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 203 | $40.3M | $582,639 | $1.3M |
| 2023 | 240 | $39.2M | $384,147 | $1.3M |
| 2022 | 188 | $33.8M | $383,694 | $1.2M |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | $16,500 | — | $16,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.041% 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 | $151,002 | $41,364 | — | $16,500 | — |
| 2023 | $130,455 | $32,055 | — | $14,997 | — |
| 2022 | $134,517 | — | $134,517 | — | — |