Plan Snapshot
- Plan Sponsor: Alcanza Clinical Research, LLC
- Sponsor EIN: 873867885
- Sponsor Address: 615 CRESCENT EXECUTIVE COURT, LAKE MARY, FL, 32746
- Plan Type: 401(k)
- Total Participants: 596
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 596 | $8.3M | $705,693 | $1.6M |
| 2023 | 225 | $3.2M | $353,718 | $908,352 |
| 2022 | 119 | $1.5M | $136,537 | $333,097 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $33,350 | — | $33,350 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISOR | $17,843 | — | $17,843 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $7,943 | — | $7,943 |
| MARQUIS PENSION LLC | CONTRACT ADMIN | — | $5,947 | $5,947 |
| SMITH & HOWARD,PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,083
- Estimated Expense Ratio: 0.788% 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 | $48,436 | — | $48,436 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |