Plan Snapshot
- Plan Sponsor: Rumberger, Kirk & Caldwell, Professional Association
- Sponsor EIN: 592089901
- Sponsor Address: 300 SOUTH ORANGE AVENUE, SUITE 1400, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $92.3M
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 | 173 | $92.3M | $1.7M | $2.3M |
| 2023 | 177 | $80.7M | $1.7M | $2.3M |
| 2022 | 175 | $70.3M | $1.6M | $2.0M |
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 | $15,500 | — | $15,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,500
- Estimated Expense Ratio: 0.017% 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 | $129,903 | $47,528 | — | $15,500 | — |
| 2023 | $122,435 | $46,144 | — | $12,300 | — |
| 2022 | $119,545 | $44,800 | — | — | $11,500 |