Plan Snapshot
- Plan Sponsor: Central Florida Health Care, INC.
- Sponsor EIN: 591404594
- Sponsor Address: 47 5TH STREET NORTHWEST, WINTER HAVEN, FL, 33881
- Plan Type: 401(k)
- Total Participants: 436
- Total Assets: $10.8M
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 | 436 | $10.8M | $711,173 | $1.6M |
| 2023 | 404 | $8.0M | $619,240 | $1.3M |
| 2022 | 449 | $5.6M | $549,436 | $1.2M |
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 |
|---|---|---|---|---|
| CPS INVESTMENT ADVISORS | FINANCIAL ADVISOR | $88,328 | — | $88,328 |
| PCS FINANCIAL SERVICES | PCS FEES | $58,693 | — | $58,693 |
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPS INVESTMENT ADVISORS — FINANCIAL ADVISOR
- PCS FINANCIAL SERVICES — PCS FEES
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,021
- Estimated Expense Ratio: 1.358% 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 | $146,947 | $88,328 | — | — | — |
| 2023 | $129,291 | $62,167 | — | — | — |
| 2022 | $104,115 | — | $104,115 | — | — |