Plan Snapshot
- Plan Sponsor: Wicker, Smith, Ohara, Mccoy & Ford, P.A.
- Sponsor EIN: 650089075
- Sponsor Address: 2800 PONCE DE LEON BLVD, CORAL GABLES, FL, 33134
- Plan Type: DC
- Total Participants: 235
- Total Assets: $75.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 235 | $75.8M | $1.6M | $1.8M |
| 2023 | 204 | $64.4M | $1.4M | $1.7M |
| 2022 | 198 | $64.8M | $1.5M | $1.6M |
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 |
|---|---|---|---|---|
| INGHAM & COMPANY | NONE | $111,210 | $65,214 | $176,424 |
| NATIONAL FINANCIAL SERVICES | NA | $11,040 | — | $11,040 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INGHAM & COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,464
- Estimated Expense Ratio: 0.247% 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 | $122,251 | $80,632 | $30,579 | — | — |
| 2023 | $105,893 | $71,633 | — | — | — |
| 2022 | $114,297 | $78,032 | $33,464 | — | — |