Plan Snapshot
- Plan Sponsor: Shoreline Carpet Supplies Of Gulf Coast
- Sponsor EIN: 650665155
- Sponsor Address: 3406 DEAN STREET, NAPLES, FL, 34104
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $6.2M
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 | 178 | $6.2M | $190,994 | $483,381 |
| 2023 | 156 | $5.1M | $194,391 | $481,187 |
| 2022 | 138 | $4.1M | $170,322 | $417,159 |
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 |
|---|---|---|---|---|
| LEONARDO & COMPANY | 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 | $14,310 | — | $5,810 | — | — |
| 2023 | $17,610 | $17,610 | — | — | — |
| 2022 | $10,660 | $10,660 | — | — | — |