Plan Snapshot
- Plan Sponsor: Short Block Technologies,INC.
- Sponsor EIN: 593479331
- Sponsor Address: 1401 N MYRTLE AVE, CLEARWATER, FL, 337550000
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $13.4M
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 | 188 | $13.4M | $793,389 | $586,242 |
| 2023 | 205 | $11.7M | $733,959 | $478,624 |
| 2022 | 187 | $9.9M | $707,324 | $481,657 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | CPA | $16,300 | — | $16,300 |
| FLORIDA RETIREMENT CONSULTANTS | TPA | $8,332 | — | $8,332 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,632
- Estimated Expense Ratio: 0.184% 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 | $6,426 | — | $6,426 | — | — |
| 2023 | $6,546 | — | $6,546 | — | — |
| 2022 | $5,896 | — | $5,896 | — | — |