Plan Snapshot
- Plan Sponsor: Family Care Partners Of Northeast Fl, LLC
- Sponsor EIN: 542113873
- Sponsor Address: 6484 FT. CAROLINE RD., JACKSONVILLE, FL, 32277
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 352 | $2.1M | $21,622 | $0 |
| 2022 | 351 | $2.1M | $21,084 | $199,833 |
| 2019 | 353 | $3.2M | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $59,668 | — | $59,668 |
| AMERIPRISE FINANCIAL SERVICES INC | OTHER SERVICES | — | $25,920 | $25,920 |
| HOWARD & COMPANY, CPAS, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES INC — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,588
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 | $4,412 | — | $4,412 | — | — |
| 2023 | $29,834 | — | $29,834 | — | — |
| 2022 | $31,728 | — | $31,728 | — | — |
| 2019 | $59,158 | — | — | — | — |