Plan Snapshot
- Plan Sponsor: First Coast Cardiovascular Institute
- Sponsor EIN: 470854466
- Sponsor Address: 7011 AC SKINNER PARKWAY, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 125 | $5.1M | $146,795 | $674,296 |
| 2023 | 113 | $4.0M | $129,454 | $608,869 |
| 2022 | 136 | $3.3M | $213,137 | $551,668 |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, LLP — Auditor
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 | $35,686 | — | $35,686 | — | — |
| 2023 | $29,033 | — | $29,033 | — | — |
| 2022 | $23,178 | — | $23,178 | — | — |