Plan Snapshot
- Plan Sponsor: Southeastern Guide Dogs, INC.
- Sponsor EIN: 592252352
- Sponsor Address: 4210 77TH STREET EAST, PALMETTO, FL, 342219270
- Plan Type: 403(b)
- Total Participants: 185
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 185 | $4.3M | $248,289 | $438,453 |
| 2023 | 188 | $4.1M | $226,963 | $413,414 |
| 2022 | 186 | $3.8M | $218,880 | $414,323 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $15,264 | — | $15,264 |
| KERKERING, BARBERIO & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERKERING, BARBERIO & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,264
- Estimated Expense Ratio: 0.354% 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 | $18,913 | — | $18,913 | — | — |
| 2023 | $12,424 | — | — | — | — |
| 2022 | $6,592 | — | $6,592 | — | — |