# Shutts & Bowen LLP DC Plan
Source: https://planprovider.pro/companies/shutts-bowen-llp-plan-021

> Shutts & Bowen LLP's DC plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shutts & Bowen LLP

- **Sponsor EIN:** 590447122

- **Sponsor Address:** 200 SOUTH BISCAYNE BOULEVARD, MIAMI, FL, 33131

- **Plan Type:** DC

- **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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$69,219|—|$69,219|

| SEQUOIA FINANCIAL ADVISORS LLC|NONE|$9,735|—|$9,735|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,954

- **Estimated Expense Ratio:** 0.047% 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|$78,954|$15,308|—|—|—|

| 2023|$75,058|$10,463|—|—|—|

| 2022|$68,363|$9,658|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shutts-bowen-llp-plan-021)

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