Plan Snapshot
- Plan Sponsor: Clearwater Cardiovascular And Interventional Consultants, Md, PA
- Sponsor EIN: 591707138
- Sponsor Address: 455 PINELLAS STREET, SUITE 400, CLEARWATER, FL, 33756
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $45.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 151 | $45.0M | $1.6M | $1.3M |
| 2023 | 157 | $49.6M | $1.5M | $1.3M |
| 2022 | 141 | $41.8M | $1.6M | $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 |
|---|---|---|---|---|
| SPOOR BUNCH FRANZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPOOR BUNCH FRANZ — 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 | $273,156 | $231,444 | $13,321 | — | — |
| 2023 | $277,579 | $239,779 | $12,490 | — | — |
| 2022 | $223,200 | $194,105 | $29,095 | — | — |