Plan Snapshot
- Plan Sponsor: The Las Olas Company, INC.
- Sponsor EIN: 590198485
- Sponsor Address: 600 SAGAMORE ROAD, FORT LAUDERDALE, FL, 33301
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $4.7M
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 | 202 | $4.7M | $313,111 | $414,261 |
| 2023 | 207 | $3.9M | $283,125 | $365,006 |
| 2022 | 185 | $3.0M | $243,026 | $329,270 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | Investment Advisor | $20,217 | — | $20,217 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,217
- Estimated Expense Ratio: 0.427% 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 | $48,357 | $20,217 | $26,515 | — | — |
| 2023 | $42,463 | $16,930 | $22,579 | — | — |
| 2022 | $38,691 | $16,199 | $20,967 | — | — |