Plan Snapshot
- Plan Sponsor: Williams Island Poa
- Sponsor EIN: 592726985
- Sponsor Address: 7900 ISLAND BLVD., AVENTURA, FL, 33160
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $7.0M
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 | 211 | $7.0M | $252,978 | $551,590 |
| 2023 | 178 | $5.5M | $222,860 | $477,178 |
| 2022 | 182 | $4.2M | $193,229 | $411,741 |
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 |
|---|---|---|---|---|
| GERSTLE, ROSEN & GOLDENBERG, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GERSTLE, ROSEN & GOLDENBERG, PA — 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 | $44,514 | — | $44,514 | — | — |
| 2023 | $37,337 | — | $37,337 | — | — |
| 2022 | $31,230 | — | $26,630 | — | $4,600 |