# Southwest Florida Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southwest-florida-enterprises-inc-401k-plan

> Southwest Florida Enterprises, INC.'s 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwest Florida Enterprises, INC.

- **Sponsor EIN:** 591263670

- **Sponsor Address:** 866 PONCE DE LEON BLVD, CORAL GABLES, FL, 331343039

- **Plan Type:** 401(k)

- **Total Participants:** 227

- **Total Assets:** $12.3M

## 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|227|$12.3M|$107,822|$502,312|

| 2023|219|$11.2M|$130,928|$589,509|

| 2022|442|$11.1M|$241,940|$965,119|

## 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|$44,602|—|$44,602|

| DE LA HOZ, PEREZ, & BARBEITO, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,602

- **Estimated Expense Ratio:** 0.362% 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|$44,603|—|$44,603|—|—|

| 2023|$14,233|—|$14,233|—|—|

| 2022|$10,510|—|$10,510|—|—|

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