Plan Snapshot
- Plan Sponsor: Vested Hr Ii, LLC
- Sponsor EIN: 842321487
- Sponsor Address: 3003 PALM HARBOR BLVD, PALM HARBOR, FL, 34683
- Plan Type: 401(k)
- Total Participants: 533
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 533 | $12.3M | $287,754 | $763,267 |
| 2023 | 180 | $3.8M | $168,007 | $523,646 |
| 2022 | 274 | $1.3M | $30,772 | $209,947 |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | 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 | $49,373 | — | $49,373 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $13,105 | — | $13,105 | — | — |