Plan Snapshot
- Plan Sponsor: Ruffolo, Hooper & Associates, Mdpa
- Sponsor EIN: 591723249
- Sponsor Address: 5751 HOOVER BLVD, TAMPA, FL, 33634
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $45.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $45.4M | $1.5M | $1.3M |
| 2023 | 121 | $42.5M | $1.4M | $1.2M |
| 2022 | 125 | $36.0M | $1.2M | $1.1M |
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 |
|---|---|---|---|---|
| PRIDA, GUIDA & PEREZ, P. A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA, GUIDA & PEREZ, P. A. — 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 | $4,213 | — | $2,737 | — | — |
| 2023 | $25,973 | — | $3,700 | — | — |
| 2022 | $4,513 | — | $4,513 | — | — |