Plan Snapshot
- Plan Sponsor: Telespecialists, LLC
- Sponsor EIN: 464004319
- Sponsor Address: 11215 METRO PARKWAY, BLDG. 3,, FORT MYERS, FL, 33966
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $5.8M | $576,122 | $1.8M |
| 2023 | 216 | $3.0M | $381,603 | $913,064 |
| 2022 | 137 | $1.4M | $253,450 | $471,496 |
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 |
|---|---|---|---|---|
| HILL, BARTH & KING, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL, BARTH & KING, LLC — 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 | $49,282 | — | $49,282 | — | — |
| 2023 | $25,590 | — | $25,590 | — | — |
| 2022 | $5,001 | — | $5,001 | — | — |