# Florida Retina Institute 401(k) Plan
Source: https://planprovider.pro/companies/florida-retina-institute-401k-plan

> Florida Retina Institute's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Florida Retina Institute

- **Sponsor EIN:** 592009089

- **Sponsor Address:** 1025 PRIMERA BLVD, LAKE MARY, FL, 327462175

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$0|$0|

| 2023|6|$4.3M|$123,452|$200,693|

| 2022|143|$3.6M|$272,187|$452,179|

## 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|

| MERRILL LYNCH, PIERCE, FENNER|INVESTMENT ADVISORY PLAN|$32,874|—|$32,874|

| PAYCHEX, INC.|RECORDKEEPER|$23,108|—|$23,108|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,982

### 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|—|—|—|—|—|

| 2023|$28,891|$16,437|$11,494|—|—|

| 2022|$25,560|$14,861|$10,699|—|—|

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