Plan Snapshot
- Plan Sponsor: Williams, Parker, Harrison, Dietz & Getzen, PLLC
- Sponsor EIN: 202953387
- Sponsor Address: 50 CENTRAL AVENUE EIGHTH FLOOR, SARASOTA, FL, 34236
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $58.2M
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 | 100 | $58.2M | $194,021 | $1.3M |
| 2023 | 107 | $54.8M | $1.2M | $1.3M |
| 2022 | 115 | $46.4M | $1.2M | $1.2M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS LLC | Auditor | $13,300 | — | $13,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,300
- Estimated Expense Ratio: 0.023% 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 | $99,597 | $14,195 | — | $13,300 | — |
| 2023 | $98,901 | $10,173 | — | $18,130 | — |
| 2022 | $90,341 | $5,613 | — | — | — |