# Central Florida Health Care, INC. 401(k) Plan
Source: https://planprovider.pro/companies/central-florida-health-care-inc-401k-plan

> Central Florida Health Care, INC.'s 401(k) plan: 436 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cps-investment-advisors) — FINANCIAL ADVISOR

- [PCS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — PCS FEES

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/central-florida-health-care-inc-401k-plan)

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