Plan Snapshot
- Plan Sponsor: S&P Usa Ventilation Systems, LLC
- Sponsor EIN: 593101569
- Sponsor Address: 6393 POWERS AVE, JACKSONVILLE, FL, 32217
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 140 | $4.2M | $222,629 | $420,661 |
| 2023 | 157 | $4.2M | $208,372 | $374,028 |
| 2022 | 142 | $4.0M | $196,614 | $366,232 |
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 |
|---|---|---|---|---|
| RALSTON & COMPANY, PA CPA | 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 | $30,019 | — | $30,019 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $27,519 | $27,519 | — | — | — |