Plan Snapshot
- Plan Sponsor: Strategic Delivery Solutions, LLC
- Sponsor EIN: 320283085
- Sponsor Address: 7861 WOODLAND CENTER BOULEVARD, TAMPA, FL, 33614
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $4.8M
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 | 262 | $4.8M | $195,285 | $454,288 |
| 2023 | 233 | $3.7M | $138,584 | $260,830 |
| 2022 | 185 | $2.8M | $109,248 | $221,001 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PC | Auditor | $35,984 | — | $35,984 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,984
- Estimated Expense Ratio: 0.749% 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 | $35,984 | — | — | $35,984 | — |
| 2023 | $30,037 | — | $30,037 | — | — |
| 2022 | $25,868 | — | — | — | $25,868 |