# Florida Heart Associates, P.L. 401(k) Plan
Source: https://planprovider.pro/companies/florida-heart-associates-p-l-401k-plan

> Florida Heart Associates, P.L.'s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Florida Heart Associates, P.L.

- **Sponsor EIN:** 650690931

- **Sponsor Address:** 1550 BARKLEY CIR, FORT MYERS, FL, 339074539

- **Plan Type:** 401(k)

- **Total Participants:** 105

- **Total Assets:** $30.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|105|$30.8M|$660,988|$762,428|

| 2023|89|$25.9M|$651,288|$726,557|

| 2022|96|$21.9M|$1.3M|$692,662|

## 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|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|—|$37,410|$37,410|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$10,047|—|$10,047|

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

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

- [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:** $47,457

- **Estimated Expense Ratio:** 0.154% 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|$10,047|—|$10,047|—|—|

| 2023|$16,751|—|$16,751|—|—|

| 2022|$5,546|—|$5,546|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/florida-heart-associates-p-l-401k-plan)

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