Plan Snapshot
- Plan Sponsor: Tampa Bay Steel, LLC
- Sponsor EIN: 591999833
- Sponsor Address: 6901 EAST 6TH AVENUE, TAMPA, FL, 33619
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $18.3M
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 | 123 | $18.3M | $459,678 | $868,803 |
| 2023 | 125 | $16.1M | $474,160 | $916,101 |
| 2022 | 120 | $14.9M | $458,795 | $905,166 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS (FRS) ATTEST SERVICE | 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 | $8,320 | — | $4,600 | — | — |
| 2023 | $14,148 | — | $3,050 | — | — |
| 2022 | $5,030 | — | $2,750 | — | $2,280 |