# Family Health Centers Of South DC Plan
Source: https://planprovider.pro/companies/family-health-centers-of-southwest-florida-inc-plan-003

> Family Health Centers Of South's DC plan: 636 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Health Centers Of South

- **Sponsor EIN:** 591741273

- **Sponsor Address:** PO BOX 1357, FORT MYERS, FL, 339021357

- **Plan Type:** DC

- **Total Participants:** 636

- **Total Assets:** $29.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|636|$29.6M|$3.1M|$0|

| 2023|548|$23.9M|$2.5M|$0|

| 2022|626|$19.4M|$2.4M|$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|

| MUTUAL OF AMERICA INVESTMENT CORP|RECORD KEEPER|$11,548|—|$11,548|

| HSC/TUSCAN & COMPANY, PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HSC/TUSCAN & COMPANY, PA](https://planprovider.pro/provider/hsctuscan-and-company-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,548

- **Estimated Expense Ratio:** 0.039% 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|$8,219|—|—|—|—|

| 2023|$4,298|—|—|—|—|

| 2022|$3,747|—|—|—|—|

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