Plan Snapshot
- Plan Sponsor: Sanibel Captiva Beach Resorts, LLC
- Sponsor EIN: 474282773
- Sponsor Address: 15951 CAPTIVA DRIVE, CAPTIVA ISLAND, FL, 33924
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $3.5M | $89,058 | $296,941 |
| 2023 | 111 | $3.6M | $96,050 | $239,266 |
| 2022 | 145 | $2.9M | $120,914 | $289,587 |
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 |
|---|---|---|---|---|
| SEITA KILTON & COMPANY CPA'S, P.L. | 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 | $15,105 | — | $15,105 | — | — |
| 2023 | $32,213 | — | $32,213 | — | — |
| 2022 | $25,254 | — | $25,254 | — | — |