# Step Up Suncoast, INC. 403(b) Plan
Source: https://planprovider.pro/companies/step-up-suncoast-inc-403b-plan

> Step Up Suncoast, INC.'s 403(b) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/thomas-howell-ferguson-pa) — 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|—|—|—|

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