# Clearwater Cardiovascular And Interventional Consultants, Md, PA 401(k) Plan
Source: https://planprovider.pro/companies/clearwater-cardiovascular-and-interventional-consultants-md-pa-401k-plan

> Clearwater Cardiovascular And Interventional Consultants, Md, PA's 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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