Plan Snapshot
- Plan Sponsor: Citrus Cardiology Consultants, PA
- Sponsor EIN: 592123944
- Sponsor Address: 308 WEST HIGHLAND BOULEVARD, INVERNESS, FL, 344524716
- Plan Type: DC
- Total Participants: 112
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 112 | $16.8M | $441,012 | $860,163 |
| 2023 | 156 | $15.9M | $438,923 | $780,635 |
| 2022 | 138 | $13.1M | $411,466 | $738,363 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $52,189 | $41,161 | $11,028 | — | — |
| 2023 | $35,933 | $27,979 | $7,954 | — | — |
| 2022 | $32,995 | $27,023 | $5,972 | — | — |