Plan Snapshot
- Plan Sponsor: Step Up Suncoast, INC.
- Sponsor EIN: 596208766
- Sponsor Address: 6428 PARKLAND DR, SARASOTA, FL, 342434038
- Plan Type: 403(b)
- Total Participants: 205
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 205 | $7.5M | $795,010 | $208,575 |
| 2023 | 203 | $6.3M | $714,906 | $151,647 |
| 2022 | 196 | $5.1M | $658,471 | $143,034 |
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 |
|---|---|---|---|---|
| THOMAS HOWELL FERGUSON, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMAS HOWELL FERGUSON, P.A. — Auditor
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 | $46,548 | $10,485 | $36,063 | — | — |
| 2023 | $46,391 | $4,520 | $41,871 | — | — |
| 2022 | $59,443 | $8,360 | — | — | — |