Plan Snapshot
- Plan Sponsor: H. Lee Moffitt Cancer Center
- Sponsor EIN: 592451713
- Sponsor Address: 12902 MAGNOLIA DRIVE, TAMPA, FL, 33612
- Plan Type: 401(k)
- Total Participants: 9,939
- Total Assets: $504.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 9,939 | $504.7M | $46.0M | $0 |
| 2023 | 6,978 | $430.3M | $38.8M | $0 |
| 2022 | 6,428 | $349.7M | $33.9M | $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 |
|---|---|---|---|---|
| ACCELL CPA & ASSOCIATES, P.A. | Auditor | $6,000 | — | $6,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,000
- Estimated Expense Ratio: 0.001% 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 | $269,754 | — | $59,115 | $6,000 | — |
| 2023 | $255,629 | — | $236,354 | $12,000 | — |
| 2022 | $221,905 | — | $220,755 | — | — |