Plan Snapshot
- Plan Sponsor: Broward Community & Family Hea
- Sponsor EIN: 593489664
- Sponsor Address: 5010-12 HOLLYWOOD BLVD., HOLLYWOOD, FL, 330210000
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $2.2M | $66,789 | $207,816 |
| 2023 | 139 | $1.9M | $49,317 | $187,906 |
| 2022 | 134 | $1.6M | $46,594 | $158,306 |
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 |
|---|---|---|---|---|
| WITHUMSMITH AND BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH AND BROWN — Auditor
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 | $1,737 | — | — | — | — |
| 2023 | $1,053 | — | — | — | — |
| 2022 | — | — | — | — | — |