Plan Snapshot
- Plan Sponsor: Biomatrix Specialty Pharmacy, LLC
- Sponsor EIN: 474614189
- Sponsor Address: 855 SW 78TH AVE., SUITE C200, PLANTATION, FL, 333243229
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $19.9M
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 | 266 | $19.9M | $739,789 | $1.6M |
| 2023 | 154 | $23.9M | $762,922 | $1.6M |
| 2022 | 288 | $22.0M | $930,465 | $1.9M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | $3,687 | — | $3,687 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,687
- Estimated Expense Ratio: 0.018% 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 | $154,095 | $55,696 | $94,712 | $3,687 | — |
| 2023 | $150,224 | $55,878 | $94,346 | — | — |
| 2022 | $156,146 | — | $156,146 | — | — |