Plan Snapshot
- Plan Sponsor: Florida Woman Care, LLC
- Sponsor EIN: 260609255
- Sponsor Address: 4010 W. BOY SCOUT BLVD, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 2,048
- Total Assets: $254.8M
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 | 2,048 | $254.8M | $13.7M | $12.4M |
| 2023 | 1,892 | $224.1M | $12.7M | $11.9M |
| 2022 | 1,738 | $178.4M | $11.8M | $10.4M |
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 |
|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC | Recordkeeper | $319,288 | — | $319,288 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $42,191 | — | $42,191 |
| GORDON ASSET MANAGEMENT | Investment Advisor | $18,500 | — | $18,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
- GORDON ASSET MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $379,979
- Estimated Expense Ratio: 0.149% 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 | $379,979 | $18,500 | — | — | — |
| 2023 | $301,284 | $18,500 | $248,254 | — | — |
| 2022 | $284,468 | $18,500 | $252,889 | — | — |