Plan Snapshot
- Plan Sponsor: Central Florida Kidney Centers INC.
- Sponsor EIN: 591485025
- Sponsor Address: 203 ERNESTINE ST, ORLANDO, FL, 32801
- Plan Type: 403(b)
- Total Participants: 125
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 125 | $8.9M | $311,778 | $482,824 |
| 2023 | 126 | $8.5M | $241,845 | $497,640 |
| 2022 | 135 | $7.3M | $236,783 | $487,424 |
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 |
|---|---|---|---|---|
| VEHRS & COMPANY, LLC | Auditor | — | — | $0 |
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 | $45,878 | $1,037 | $44,091 | — | — |
| 2023 | $39,516 | $739 | $38,227 | — | — |
| 2022 | $36,509 | — | — | — | — |