Plan Snapshot
- Plan Sponsor: Endoscopy Center Of Ocala, INC.
- Sponsor EIN: 593088327
- Sponsor Address: 1901 SOUTHEAST 18TH AVENUE, OCALA, FL, 344718213
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $12.7M | $856,717 | $175,246 |
| 2023 | 104 | $11.1M | $815,564 | $170,313 |
| 2022 | 101 | $12.1M | $708,579 | $154,669 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | Investment Advisor | $15,671 | — | $15,671 |
| EMPOWER ANNUITY INSURANCE | Recordkeeper | $10,223 | — | $10,223 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $5,298 | — | $5,298 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,192
- Estimated Expense Ratio: 0.246% 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 | $66,001 | — | $66,001 | — | — |
| 2023 | $53,103 | $45,488 | $1,530 | — | — |
| 2022 | $52,367 | $52,367 | — | — | — |