Plan Snapshot
- Plan Sponsor: School Readiness Coalition Of Hillsborough County
- Sponsor EIN: 593626765
- Sponsor Address: 6302 E. DR. MARTIN LUTHER KING JR., TAMPA, FL, 33619
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $7.4M
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 | 141 | $7.4M | $759,964 | $385,461 |
| 2023 | 148 | $5.6M | $712,453 | $340,262 |
| 2022 | 146 | $3.9M | $655,925 | $317,361 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $6,159 | $24,291 | $30,450 |
| GALLAGHER BENEFIT SVCS INC | Investment Advisor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SVCS INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,450
- Estimated Expense Ratio: 0.570% 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 | $14,634 | $12,000 | $2,634 | — | — |
| 2023 | $13,904 | $12,000 | $1,904 | — | — |
| 2022 | $15,291 | $12,000 | $3,291 | — | — |