Plan Snapshot
- Plan Sponsor: Shore Delivery LLC
- Sponsor EIN: 834165587
- Sponsor Address: 13650 FIDDLESTICKS BOULEVARD, FORT MYERS, FL, 33912
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 116
- Total Assets: $458,878
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. |
|---|---|---|---|---|
| 2025 | 116 | $458,878 | $36,701 | $117,670 |
| 2024 | 118 | $286,780 | $63,012 | $125,625 |
| 2023 | 86 | $172,631 | $52,755 | $110,897 |
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 |
|---|---|---|---|---|
| CJ CPAS | 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 |
|---|---|---|---|---|---|
| 2025 | $62,491 | — | — | — | — |
| 2024 | $1,238 | $1,238 | — | — | — |
| 2023 | $306 | $306 | — | — | — |