Plan Snapshot
- Plan Sponsor: Dermatology Associates Of Tallahassee, P.A.
- Sponsor EIN: 592524839
- Sponsor Address: 1714 MAHAN CENTER BLVD., TALLAHASSEE, FL, 323085427
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $27.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 295 | $27.9M | $1.4M | $949,114 |
| 2023 | 260 | $22.5M | $1.3M | $814,616 |
| 2022 | 226 | $18.0M | $1.3M | $714,586 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $79,069 | — | $79,069 |
| HANCOCK WHITNEY BANK | INVESTMENT ADVISOR | $51,906 | — | $51,906 |
| THOMAS HOWELL FERGUSON P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMAS HOWELL FERGUSON P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,975
- Estimated Expense Ratio: 0.470% of plan assets
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 | $87,127 | — | $87,127 | — | — |
| 2023 | $67,538 | — | — | — | — |
| 2022 | $41,198 | — | $41,198 | — | — |