Plan Snapshot
- Plan Sponsor: Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A.
- Sponsor EIN: 591466615
- Sponsor Address: 8000 SR 64 EAST, BRADENTON, FL, 34212
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $25.2M
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 | 214 | $25.2M | $1.4M | $1.1M |
| 2023 | 219 | $19.5M | $875,966 | $1.1M |
| 2022 | 197 | $15.7M | $814,064 | $963,450 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $93,890 | — | $93,890 | — | — |
| 2023 | $143,627 | $133,210 | — | — | — |
| 2022 | $87,587 | — | — | — | $87,587 |