Plan Snapshot
- Plan Sponsor: Special Olympics Florida, INC.
- Sponsor EIN: 237181560
- Sponsor Address: 1915 DON WICKHAM DRIVE, CLERMONT, FL, 347111905
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 100 | $5.7M | $418,078 | $298,252 |
| 2023 | 113 | $5.1M | $341,530 | $293,251 |
| 2022 | 104 | $4.1M | $328,946 | $280,827 |
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 |
|---|---|---|---|---|
| SAS ASSURANCE | 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 | $35,645 | $20,416 | $1,144 | — | — |
| 2023 | $29,673 | — | $11,741 | — | — |
| 2022 | $25,081 | $14,898 | $9,807 | — | $376 |