Plan Snapshot
- Plan Sponsor: The Fathers Table LLC
- Sponsor EIN: 593497806
- Sponsor Address: 2100 COUNTRY CLUB RD., SANFORD, FL, 32771
- Plan Type: 401(k)
- Total Participants: 801
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 801 | $12.8M | $537,333 | $1.8M |
| 2023 | 656 | $12.0M | $461,421 | $1.5M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $102,508 | — | $102,508 |
| AMERIPRISE FINANCIAL | INVESTMENT/FINANCIAL ADVI | $13,390 | — | $13,390 |
| AMERIPRISE FINANCIAL SERVICES LLC | INVESTMENT/FINANCIAL ADVI | $7,819 | — | $7,819 |
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- AMERIPRISE FINANCIAL — INVESTMENT/FINANCIAL ADVI
- AMERIPRISE FINANCIAL SERVICES LLC — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,717
- Estimated Expense Ratio: 0.968% 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 | $123,717 | $21,209 | — | — | — |
| 2023 | $52,028 | — | — | — | — |