Plan Snapshot
- Plan Sponsor: The Constant Company, LLC
- Sponsor EIN: 223814063
- Sponsor Address: 319 CLEMATIS STREET SUITE 900, WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $10.7M
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 | 199 | $10.7M | $761,419 | $1.4M |
| 2023 | 174 | $7.7M | $502,709 | $1.1M |
| 2022 | 166 | $5.3M | $409,057 | $919,937 |
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 | $25,895 | $21,441 | — | — | — |
| 2023 | $17,745 | $15,055 | — | — | — |
| 2022 | $14,503 | — | — | — | — |