Plan Snapshot
- Plan Sponsor: Eye Specialists Of Mid-Florida, P.A.
- Sponsor EIN: 591268685
- Sponsor Address: 407 AVENUE K, SE, WINTER HAVEN, FL, 33880
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $17.9M
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 | 165 | $17.9M | $376,050 | $587,316 |
| 2023 | 174 | $16.9M | $281,457 | $589,810 |
| 2022 | 190 | $15.8M | $739,540 | $604,773 |
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 |
|---|---|---|---|---|
| BUNTING, TRIPP & INGLEY, LLP | 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 | $126,476 | — | $126,476 | — | — |
| 2023 | $123,369 | $34,220 | $11,364 | $13,165 | — |
| 2022 | $111,238 | $34,925 | $65,812 | — | $10,501 |