Plan Snapshot
- Plan Sponsor: Schroeder Manatee Ranch, INC.
- Sponsor EIN: 396033215
- Sponsor Address: 14400 COVENANT WAY, BRADENTON, FL, 342028900
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $13.3M
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 | 48 | $13.3M | $187,605 | $559,956 |
| 2023 | 259 | $14.8M | $328,831 | $989,442 |
| 2022 | 248 | $12.6M | $312,771 | $948,948 |
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 |
|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | NONE | $5,916 | — | $5,916 |
| MAULDIN & JENKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,916
- Estimated Expense Ratio: 0.044% 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 | $10,242 | — | $5,916 | — | — |
| 2023 | $5,575 | — | $3,297 | — | — |
| 2022 | $5,133 | — | $5,133 | — | — |