Plan Snapshot
- Plan Sponsor: The Mahaffey Apartment Company
- Sponsor EIN: 592881799
- Sponsor Address: 147 2ND AVENUE SOUTH, ST. PETERSBURG, FL, 33701
- Plan Type: 401(k)
- Total Participants: 403
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 403 | $3.2M | $608,071 | $680,595 |
| 2023 | 392 | $2.2M | $595,484 | $564,536 |
| 2022 | 397 | $813,120 | $384,304 | $391,012 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $85,803 | — | $85,803 | — | — |
| 2023 | $56,270 | $8,221 | $48,049 | — | — |
| 2022 | $12,284 | $1,137 | $11,147 | — | — |