Plan Snapshot
- Plan Sponsor: Tavistock Corporation
- Sponsor EIN: 592117458
- Sponsor Address: 9350 CONROY WINDERMERE RD., WINDERMERE, FL, 34786
- Plan Type: 401(k)
- Total Participants: 667
- Total Assets: $43.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 667 | $43.0M | $843,632 | $4.0M |
| 2023 | 684 | $35.4M | $735,654 | $3.8M |
| 2022 | 718 | $28.4M | $514,911 | $3.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $84,287 | — | $84,287 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $30,000 | — | $30,000 |
| CBIZ BENEFITS AND INSURANCE SERVICE | CONSULTANT | $10,068 | — | $10,068 |
| RICHEY, MAY & CO, LLP | ACCOUNTANT/AUDITOR | $9,900 | — | $9,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- RICHEY, MAY & CO, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,255
- Estimated Expense Ratio: 0.313% 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 | $134,255 | $30,000 | — | $9,900 | — |
| 2023 | $132,426 | $29,446 | — | $9,300 | — |
| 2022 | $140,245 | — | — | — | — |