# Floyd Healthcare Management, INC. DB Plan
Source: https://planprovider.pro/companies/floyd-healthcare-management-inc-plan-001

> Floyd Healthcare Management, INC.'s DB plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|

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