Plan Snapshot
- Plan Sponsor: Cancer Specialists, LLC
- Sponsor EIN: 455523028
- Sponsor Address: 7751 BELFORT PARKWAY, STE 350, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 705
- Total Assets: $66.4M
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. |
|---|---|---|---|---|
| 2025 | 705 | $66.4M | $0 | $0 |
| 2024 | 452 | $57.4M | $1.9M | $1.9M |
| 2023 | 409 | $48.2M | $1.7M | $1.8M |
| 2022 | 380 | $39.3M | $1.5M | $1.5M |
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 |
|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | Other Service Provider | — | $88,052 | $88,052 |
| ECONOMIC GROUP PENSION SERVICES | Recordkeeper | — | $28,257 | $28,257 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $15,030 | — | $15,030 |
| MORNINGSTAR | Other Service Provider | — | $8,143 | $8,143 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,482
- Estimated Expense Ratio: 0.210% 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 |
|---|---|---|---|---|---|
| 2025 | $3,858,940 | $15,140 | $40,375 | — | — |
| 2024 | $34,416 | — | $34,407 | — | — |
| 2023 | $21,993 | — | $21,993 | — | — |
| 2022 | $57,668 | — | $57,668 | — | — |