Plan Snapshot
- Plan Sponsor: Southeastern Archaeological Research, INC.
- Sponsor EIN: 593215370
- Sponsor Address: 3117 EDGEWATER DRIVE, ORLANDO, FL, 32804
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $13.8M
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 | 194 | $13.8M | $658,493 | $767,646 |
| 2023 | 254 | $12.0M | $713,950 | $815,974 |
| 2022 | 213 | $9.7M | $609,119 | $686,805 |
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 |
|---|---|---|---|---|
| CROWE, LLP | 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 | $95,748 | $15,701 | — | — | — |
| 2023 | $69,840 | $13,874 | — | — | — |
| 2022 | $65,093 | $12,361 | $46,716 | — | — |