Plan Snapshot
- Plan Sponsor: T.B.H.C., INC.
- Sponsor EIN: 341045458
- Sponsor Address: 9000 BAY HILL BOULEVARD, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $14.3M
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 | 210 | $14.3M | $161,996 | $510,036 |
| 2023 | 207 | $16.2M | $177,870 | $531,171 |
| 2022 | 200 | $13.9M | $169,103 | $556,003 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
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 | $73,694 | $27,762 | — | — | — |
| 2023 | $73,146 | $26,702 | — | — | — |
| 2022 | $75,877 | — | $75,877 | — | — |