Plan Snapshot
- Plan Sponsor: Tripp Scott, P.A.
- Sponsor EIN: 592624630
- Sponsor Address: 110 SOUTHEAST SIXTH STREET, SUITE 1, FORT LAUDERDALE, FL, 33301
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $52.1M
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 | 95 | $52.1M | $1.7M | $1.4M |
| 2023 | 88 | $44.2M | $1.4M | $1.2M |
| 2022 | 87 | $37.6M | $1.3M | $1.1M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $69,308 | — | $63,028 | — | — |
| 2023 | $10,894 | — | — | — | — |
| 2022 | $8,915 | — | $8,915 | — | — |