Plan Snapshot
- Plan Sponsor: Floyd Healthcare Management, INC.
- Sponsor EIN: 581973570
- Sponsor Address: 304 TURNER MCCALL BLVD, ROME, GA, 301620233
- Plan Type: DB
- Total Participants: 326
- Total Assets: $70.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 326 | $70.5M | $1.5M | $0 |
| 2023 | 342 | $73.9M | $1.6M | $0 |
| 2022 | 354 | $70.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| AON INVESTMENTS USA INC | ADVISOR | $334,319 | — | $334,319 |
| PRINCIPAL BANK | TRUSTEE | $39,881 | — | $39,881 |
| CLIFTONLARSONALLEN LLP | NONE | $23,625 | — | $23,625 |
| WILLIS TOWERS WATSON US LLC | ACTUARY | $20,166 | — | $20,166 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — NONE
- WILLIS TOWERS WATSON US LLC — ACTUARY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $417,991
- Estimated Expense Ratio: 0.593% 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 | $974,403 | $334,341 | — | $23,625 | — |
| 2023 | $1,357,422 | $444,219 | — | — | — |
| 2022 | $868,527 | — | $40,525 | — | — |