Plan Snapshot
- Plan Sponsor: Vengroff Williams, INC.
- Sponsor EIN: 452973113
- Sponsor Address: 2211 FRUITVILLE RD, SARASOTA, FL, 34237
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 13 | $33,981 | $0 | $146,758 |
| 2023 | 160 | $6.0M | $45,000 | $634,540 |
| 2022 | 312 | $5.5M | $39,401 | $799,007 |
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 |
|---|---|---|---|---|
| BATES & COMPANY INC. | Other Service Provider | $19,659 | $3,678 | $23,337 |
| EMPOWER ANNUITY INSURANCE CO.OF AME | Recordkeeper | $23,276 | — | $23,276 |
| EISNERAMPER LLP | Auditor | $20,475 | — | $20,475 |
| RAYMOND JAMES & ASSOCIATES INC | Investment Advisor | $11,535 | — | $11,535 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,623
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 |
|---|---|---|---|---|---|
| 2025 | $20,391 | — | — | — | — |
| 2024 | $88,805 | $15,423 | $17,659 | $20,475 | — |
| 2023 | $64,836 | — | $64,836 | — | — |
| 2022 | $66,161 | — | $66,161 | — | — |