Plan Snapshot
- Plan Sponsor: St Petersburg Kennel Club, INC.
- Sponsor EIN: 590433065
- Sponsor Address: 10490 GANDY BLVD, ST PETERSBURG, FL, 33702
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $7.9M
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 | 292 | $7.9M | $0 | $420,250 |
| 2023 | 297 | $8.1M | $0 | $512,350 |
| 2022 | 286 | $6.9M | $0 | $537,918 |
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 |
|---|---|---|---|---|
| PROVISE MANAGEMENT GROUP LLC | NONE | $19,609 | — | $19,609 |
| EMPOWER ANNUITY INS CO | NONE | $18,067 | — | $18,067 |
| FLORIDA RETIREMENT CONSULTANTS | NONE | $12,149 | — | $12,149 |
| MCCLANATHAN, BURG & ASSOCIATES LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,825
- Estimated Expense Ratio: 0.632% 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 | $46,172 | $19,609 | $10,688 | — | — |
| 2023 | $41,886 | $17,906 | $10,720 | — | — |
| 2022 | $21,565 | $5,059 | $16,506 | — | — |