Plan Snapshot
- Plan Sponsor: Eckerd Youth Alternatives, INC.
- Sponsor EIN: 592551416
- Sponsor Address: 100 NORTH STARCREST DRIVE, CLEARWATER, FL, 347653224
- Plan Type: 403(b)
- Total Participants: 1,925
- Total Assets: $36.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,925 | $36.3M | $0 | $0 |
| 2023 | 1,895 | $29.7M | $0 | $0 |
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 P.C. | 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 | $307,738 | $48,180 | $63,966 | — | — |
| 2023 | $366,150 | $25,438 | $340,712 | — | — |