Plan Snapshot
- Plan Sponsor: Florida Cardiology, P.A.
- Sponsor EIN: 592262342
- Sponsor Address: 483 N SEMORAN BLVD, WINTER PARK, FL, 32792
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $10.5M
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 | 239 | $10.5M | $18,706 | $1.1M |
| 2023 | 238 | $11.2M | $0 | $940,922 |
| 2022 | 253 | $9.4M | $0 | $861,892 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, L.L.C. | 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 | $60,117 | — | $60,117 | — | — |
| 2023 | $52,850 | — | $52,850 | — | — |
| 2022 | $53,223 | — | $49,223 | — | $4,000 |