Plan Snapshot
- Plan Sponsor: Vermeer Southeast Sales & Service, INC.
- Sponsor EIN: 591156297
- Sponsor Address: 428 OCOEE APOPKA ROAD, OCOEE, FL, 34761
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $27.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 271 | $27.6M | $730,429 | $1.5M |
| 2023 | 209 | $28.5M | $627,347 | $1.4M |
| 2022 | 178 | $23.3M | $544,297 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP (CLA) | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP (CLA) — 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 | $106,598 | $100,470 | — | — | — |
| 2023 | $111,677 | $57,241 | $31,127 | — | — |
| 2022 | $108,396 | $55,251 | $43,429 | — | $9,716 |