# Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/coastal-orthopedics-sports-medicine-of-southwest-florida-p-a-plan

> Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A.'s 401(k) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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|

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