Plan Snapshot
- Plan Sponsor: Steam-A-Way, INC. Dba Entrusted
- Sponsor EIN: 202030966
- Sponsor Address: 140 INTRACOASTAL POINT DR., #301, JUPITER, FL, 33477
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $4.7M
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 | 210 | $4.7M | $32,940 | $539,772 |
| 2023 | 165 | $4.2M | $295,433 | $536,500 |
| 2022 | 160 | $3.1M | $456,696 | $559,966 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $1,940 | — | $1,840 | — | — |
| 2023 | $3,125 | — | $2,875 | — | — |
| 2022 | $920 | — | — | — | $920 |