Plan Snapshot
- Plan Sponsor: Safe Children Coalition, INC.
- Sponsor EIN: 591618413
- Sponsor Address: 1500 INDEPENDENCE BLVD, SARASOTA, FL, 34234
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $6.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 286 | $6.5M | $751,525 | $637,058 |
| 2023 | 297 | $4.7M | $636,560 | $521,232 |
| 2022 | 294 | $3.3M | $784,211 | $468,322 |
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 |
|---|---|---|---|---|
| KERKERING, BARBERIO & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERKERING, BARBERIO & CO. — 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 | $47,492 | — | — | — | — |
| 2023 | $45,772 | $45,134 | $638 | — | — |
| 2022 | $40,860 | $37,031 | $3,829 | — | — |