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Original filing (PDF)20251017153929NAL0009590160001
PAYROLL MADE EASY, INC. DBA CONTINUUM HR
Form 5500
FILING_RECEIVED
PAYROLL MADE EASY, INC DBA CONTINUUM RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
~93 bps in Sched C feesNo recordkeeper disclosed
Active participants
318
Accounts w/ balance
267
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 93 bps in Schedule C fees — 222% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAYROLL MADE EASY, INC. DBA CONTINUUM HR.
Plan sponsor
Name
PAYROLL MADE EASY, INC. DBA CONTINUUM HR
EIN
65-0976069
Address
11691 GATEWAY BLVD STE 104 · FORT MYERS, FL · 33913
Phone
(239) 592-9700
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY PARTNERS RETIREMENT GROUP | — | CLEARWATER, FL | INV ADVISORY | $14K | — |
| FIDUCIARY PARTNERS INV CONSULTING | — | CLEARWATER, FL | INV ADVISORY | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $97K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | PORTFOLIO MGMT | $24K | — |
Investments
40 direct securities· $16.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admira | — | — | — | $2.9M | 18.1% | |
| Fidelity 500 Index | — | — | — | $2.2M | 13.7% | |
| Vanguard Intermediate - Term Bone Index Ad | — | — | — | $1.5M | 9.5% | |
| Vanguard Federal Money Market | — | — | — | $1.3M | 7.9% | |
| Vanguard Consumer Staples Index | — | — | — | $824K | 5.2% | |
| Principal Large Cap Growth I R6 | — | — | — | $804K | 5.0% | |
| BlackRock BTMKX - iShares MSCI EAFE International Index Fund Class K | — | — | — | $611K | 3.8% | |
| Vanguard Total Int'l Stock Index Admiral | — | — | — | $552K | 3.5% | |
| Vanguard VSMAX - Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $546K | 3.4% | |
| Vanguard Real Estate Index Admiral | — | — | — | $529K | 3.3% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $447K | 2.8% | |
| Vanguard Target Retirement 2040 | — | — | — | $407K | 2.6% | |
| Vanguard Target Retirement 2035 | — | — | — | $271K | 1.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $258K | 1.6% | |
| Vanguard Short Term Treasury Admiral | — | — | — | $243K | 1.5% | |
| Vanguard VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $233K | 1.5% | |
| Vanguard Target Retirement 2045 | — | — | — | $211K | 1.3% | |
| Vanguard Target Retirement 2060 | — | — | — | $206K | 1.3% | |
| Vanguard VUIAX - Vanguard Utilities Index Admiral | — | — | — | $193K | 1.2% | |
| MFS Value Fund Class R6 | — | — | — | $188K | 1.2% | |
| Participant Loans 4.25 % - 9.50 % | — | — | — | $183K | 1.2% | |
| Notes receivable from 4.25% to 9.50%, Maturity dates through December | — | — | — | $183K | 1.2% | |
| Vanguard Target Retirement 2030 | — | — | — | $183K | 1.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $158K | 1.0% | |
| American Century American Century Midcap Value R6 | — | — | — | $135K | 0.9% | |
| JPMorgan JGSMX - JPMorgan Small Cap Growth Fund Class R6 | — | — | — | $122K | 0.8% | |
| JPMorgan Mid Cap Value Class R6 | — | — | — | $109K | 0.7% | |
| Vanguard Inflation Protected Securities | — | — | — | $108K | 0.7% | |
| Vanguard Target Retirement Income | — | — | — | $102K | 0.6% | |
| JPMorgan Small Cap Value Clas R6 | — | — | — | $100K | 0.6% | |
| American Funds RLBGX - American Funds American Balanced R6 | — | — | — | $72K | 0.5% | |
| BlackRock Global Allocation K | — | — | — | $65K | 0.4% | |
| Vanguard Target Retirement 2020 | — | — | — | $49K | 0.3% | |
| American Funds American Funds Capital Word G & I R6 | — | — | — | $48K | 0.3% | |
| Metropolitan West Metropolitan West Total Return CL P | — | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $25K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $16K | <0.1% | |
| American Funds American Funds EuroPacific R6 | — | — | — | $9K | <0.1% | |
| Principal High Yield R6 | — | — | — | $4K | <0.1% | |
| American Funds American Funds Capital World Bond R6 | — | — | — | $3K | <0.1% |
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