# Shutts & Bowen LLP 401(k) Plan
Source: https://planprovider.pro/companies/shutts-bowen-llp-plan-022

> Shutts & Bowen LLP's 401(k) plan: 196 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:** 401(k)

- **Total Participants:** 196

- **Total Assets:** $45.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|196|$45.5M|$308,906|$2.5M|

| 2023|170|$40.9M|$451,503|$2.3M|

| 2022|138|$29.1M|$638,175|$1.8M|

## 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|$33,705|$2,426|—|—|—|

| 2023|$30,171|$1,158|—|—|—|

| 2022|$23,569|$231|—|—|—|

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