Plan Snapshot
- Plan Sponsor: Emergency Physicians Of Central Florida, LLP
- Sponsor EIN: 593474034
- Sponsor Address: 3090 CARUSO COURT SUITE 50, ORLANDO, FL, 32806
- Plan Type: 401(k)
- Total Participants: 346
- Total Assets: $213.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 346 | $213.4M | $8.1M | $4.7M |
| 2023 | 330 | $175.4M | $7.5M | $4.4M |
| 2022 | 287 | $145.3M | $6.7M | $3.8M |
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 ADVISORY GROUP, LLC | NONE | $37,936 | — | $37,936 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,936
- Estimated Expense Ratio: 0.018% 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 | $38,867 | $37,936 | — | — | — |
| 2023 | $35,281 | $35,281 | — | — | — |
| 2022 | $101,099 | $100,799 | — | — | $300 |