Plan Snapshot
- Plan Sponsor: Vesta Property Services INC
- Sponsor EIN: 593353294
- Sponsor Address: 245 RIVERSIDE AVE STE 300, JACKSONVILLE, FL, 322024929
- Plan Type: 401(k)
- Total Participants: 787
- Total Assets: $4.3M
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 | 787 | $4.3M | $50,575 | $688,015 |
| 2023 | 793 | $3.6M | $0 | $678,908 |
| 2022 | 700 | $2.9M | $2,287 | $603,309 |
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 |
|---|---|---|---|---|
| MARTIN & ASSOCIATES, PL | 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 | $12,675 | $8,270 | $3,445 | — | — |
| 2023 | $8,874 | — | — | — | — |
| 2022 | $3,732 | — | $3,732 | — | — |