Plan Snapshot
- Plan Sponsor: Sandler, Travis & Rosenberg P.A.
- Sponsor EIN: 592027519
- Sponsor Address: 5835 WATERFORD DISTRICT DRIVE, MIAMI, FL, 33126
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $28.6M
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 | 71 | $28.6M | $1.3M | $1.3M |
| 2023 | 72 | $24.7M | $0 | $1.2M |
| 2022 | 68 | $20.9M | $0 | $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 |
|---|---|---|---|---|
| KAUFMAN, ROSSIN & CO PA | Auditor | $14,700 | — | $14,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KAUFMAN, ROSSIN & CO PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,700
- Estimated Expense Ratio: 0.051% 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 | $135,871 | $62,969 | $58,202 | $14,700 | — |
| 2023 | $101,798 | $54,460 | $40,513 | $6,825 | — |
| 2022 | $110,586 | $53,627 | $56,959 | — | — |