Plan Snapshot
- Plan Sponsor: Florida Proton Therapy Institute, INC.
- Sponsor EIN: 010554709
- Sponsor Address: 2015 NORTH JEFFERSON STREET, JACKSONVILLE, FL, 32206
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $11.7M
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 | 131 | $11.7M | $293,865 | $608,030 |
| 2023 | 127 | $10.3M | $226,935 | $524,873 |
| 2022 | 127 | $8.3M | $229,889 | $533,756 |
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 | $3,763 | — | — | — | — |
| 2023 | $5,252 | — | $5,252 | — | — |
| 2022 | $5,510 | — | $5,510 | — | — |