Plan Snapshot
- Plan Sponsor: H. Lee Moffitt Cancer Center
- Sponsor EIN: 592451713
- Sponsor Address: 12902 MAGNOLIA DRIVE, TAMPA, FL, 33612
- Plan Type: 403(b)
- Total Participants: 9,962
- Total Assets: $802.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 9,962 | $802.8M | $0 | $74.0M |
| 2023 | 9,044 | $688.0M | $0 | $63.0M |
| 2022 | 7,986 | $558.3M | $22,530 | $54.9M |
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 |
|---|---|---|---|---|
| ACCELL CPA & ASSOCIATES, P.A. | Auditor | — | — | $0 |
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 | $368,285 | — | $84,355 | — | — |
| 2023 | $394,394 | — | $376,784 | — | — |
| 2022 | $361,707 | — | $356,857 | — | — |