Plan Snapshot
- Plan Sponsor: Worldwide Primates, INC.
- Sponsor EIN: 592041522
- Sponsor Address: 16450 SW 180 STREET, MIAMI, FL, 33187
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $2.0M
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 | 337 | $2.0M | $456,229 | $655,468 |
| 2023 | 294 | $1.0M | $333,343 | $455,351 |
| 2022 | 255 | $190,087 | $74,390 | $91,988 |
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 |
|---|---|---|---|---|
| DELA HOZ PEREZ & BARBEITO PLLC | 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 | $4,794 | $49 | — | — | — |
| 2023 | $1,144 | $12 | — | — | — |
| 2022 | — | — | — | — | — |