Plan Snapshot
- Plan Sponsor: S. S. White Technologies, INC.
- Sponsor EIN: 222903476
- Sponsor Address: 8300 SHEEN DRIVE, ST. PETERSBURG, FL, 33709
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $4.8M
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 | 129 | $4.8M | $45,714 | $385,110 |
| 2023 | 134 | $4.5M | $38,488 | $310,871 |
| 2022 | 108 | $3.9M | $32,414 | $262,423 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS ATTEST SERVICES LLP | 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 | $48,072 | $18,440 | — | — | — |
| 2023 | $39,443 | $16,809 | — | — | — |
| 2022 | $40,452 | $16,564 | — | — | — |