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)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $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 |
|---|---|---|---|---|
| PROVISE MANAGEMENT GROUP LLC | Other Service Provider | $65,586 | — | $65,586 |
| CHARLES SCHWAB | Recordkeeper | $45,607 | — | $45,607 |
| LPL FINANCIAL GROUP | Other Service Provider | $37,134 | — | $37,134 |
| MORGANSTANLEY | Other Service Provider | $28,968 | — | $28,968 |
| RAYMOND JAMES | Other Service Provider | $28,655 | — | $28,655 |
| PCS | Other Service Provider | $28,391 | — | $28,391 |
| MERRILL LYNCH | Investment Advisor | $25,492 | — | $25,492 |
| FLORIDA RETIREMENT CONSULTANTS | Other Service Provider | $13,321 | — | $13,321 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB — Recordkeeper
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $273,154
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 | — | — |