Plan Snapshot
- Plan Sponsor: Venice Pier Group, INC.
- Sponsor EIN: 592633210
- Sponsor Address: 205 BASE AVENUE EAST, VENICE, FL, 34285
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $7.1M
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 | 230 | $7.1M | $181,120 | $325,838 |
| 2023 | 184 | $5.7M | $166,810 | $298,327 |
| 2022 | 178 | $4.4M | $133,481 | $262,076 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | BROKER | — | $22,814 | $22,814 |
| KERKERING, BARBERIO & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERKERING, BARBERIO & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,814
- Estimated Expense Ratio: 0.320% 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 | $10,740 | — | — | — | — |
| 2023 | $10,879 | — | $10,879 | — | — |
| 2022 | $1,395 | — | $1,395 | — | — |