Plan Snapshot
- Plan Sponsor: Diabetic Care Rx LLC Dba Patient
- Sponsor EIN: 030575805
- Sponsor Address: 3890 PARK CENTRAL BLVD NORTH, POMPANO BEACH, FL, 33064
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 99 | $8.5M | $434,536 | $913,090 |
| 2023 | 92 | $6.9M | $385,332 | $859,427 |
| 2022 | 91 | $5.3M | $296,077 | $784,444 |
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 |
|---|---|---|---|---|
| FUOCO GROUP | 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 | $23,874 | $17,697 | — | — | — |
| 2023 | $22,874 | $14,190 | — | — | — |
| 2022 | $18,357 | — | — | — | — |