Plan Snapshot
- Plan Sponsor: Robertson, Anshutz & Schneid Pl
- Sponsor EIN: 272872886
- Sponsor Address: 6409 CONGRESS AVENUE, BOCA RATON, FL, 33487
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 171 | $6.4M | $34,584 | $904,320 |
| 2023 | 168 | $5.4M | $0 | $761,762 |
| 2022 | 176 | $4.1M | $0 | $633,510 |
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 |
|---|---|---|---|---|
| N/A | 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 | $59,102 | $21,952 | — | — | — |
| 2023 | $18,621 | $17,241 | — | — | — |
| 2022 | $17,786 | — | — | — | — |