Plan Snapshot
- Plan Sponsor: Shutts & Bowen LLP
- Sponsor EIN: 590447122
- Sponsor Address: 200 SOUTH BISCAYNE BOULEVARD, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $169.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 354 | $169.1M | $4.4M | $3.4M |
| 2023 | 342 | $147.2M | $4.6M | $3.2M |
| 2022 | 289 | $126.3M | $4.3M | $2.9M |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $78,954 | $15,308 | — | — | — |
| 2023 | $75,058 | $10,463 | — | — | — |
| 2022 | $68,363 | $9,658 | — | — | — |