Plan Snapshot
- Plan Sponsor: Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A.
- Sponsor EIN: 592126062
- Sponsor Address: 150 WEST FLAGLER STREET, SUITE 2200, MIAMI, FL, 331301557
- Plan Type: DC
- Total Participants: 272
- Total Assets: $136.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 272 | $136.7M | $2.7M | $3.7M |
| 2023 | 303 | $124.6M | $2.5M | $3.7M |
| 2022 | 266 | $97.7M | $2.4M | $3.2M |
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 |
|---|---|---|---|---|
| INGHAM & COMPANY | NONE | $158,974 | $1,546 | $160,520 |
| NATIONAL FINANCIAL SERVICE | NONE | $23,437 | — | $23,437 |
| RELIANCE TRUST CO. | NONE | $11,470 | — | $11,470 |
| CBIZ CPAS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INGHAM & COMPANY — NONE
- RELIANCE TRUST CO. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,427
- Estimated Expense Ratio: 0.143% 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 | $193,881 | $55,824 | $30,884 | — | — |
| 2023 | $161,302 | $45,787 | $17,661 | — | — |
| 2022 | $155,618 | $42,481 | $94,589 | — | — |