# Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. DC Plan
Source: https://planprovider.pro/companies/stearns-weaver-miller-weissler-alhadeff-sitterson-p-a-plan-002

> Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A.'s DC plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ingham-retirement-group) — NONE

- [RELIANCE TRUST CO.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stearns-weaver-miller-weissler-alhadeff-sitterson-p-a-plan-002)

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