Plan Snapshot
- Plan Sponsor: Florida Institute For Long Term Care LLC
- Sponsor EIN: 020660404
- Sponsor Address: TWO BALA CYNWYD PLZ, BALA CYNWYD, PA, 19004
- Plan Type: 401(k)
- Total Participants: 3,051
- Total Assets: $6.3M
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 | 3,051 | $6.3M | $0 | $848,873 |
| 2023 | 1,654 | $5.5M | $0 | $766,672 |
| 2022 | 1,489 | $4.4M | $0 | $762,371 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $46,209 | $19,424 | — | — | — |
| 2023 | $48,289 | $15,823 | — | — | — |
| 2022 | $46,843 | $1,235 | — | — | — |