Plan Snapshot
- Plan Sponsor: Stage Capital Florida LLC
- Sponsor EIN: 873239898
- Sponsor Address: 633 9TH ST. N., STE. 301, NAPLES, FL, 34102
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $2.0M
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 | 33 | $2.0M | $62,647 | $211,986 |
| 2023 | 30 | $1.8M | $66,247 | $217,948 |
| 2022 | 101 | $2.0M | $82,720 | $266,739 |
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 |
|---|---|---|---|---|
| STAGE CAPITAL, LLC | Custodian / Trustee | $13,000 | — | $13,000 |
| EMPOWER ANNUITY INS CO. OF AMERICA | Recordkeeper | $7,233 | — | $7,233 |
| RETIREMENT PLAN PROFESSIONALS, LLC | Other Service Provider | $5,261 | — | $5,261 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,494
- Estimated Expense Ratio: 1.302% 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 | $342,041 | — | $23,368 | — | — |
| 2023 | $23,499 | — | $7,030 | — | — |
| 2022 | $23,081 | — | $23,081 | — | — |