# H. Lee Moffitt Cancer Center 401(k) Plan
Source: https://planprovider.pro/companies/h-lee-moffitt-cancer-center-and-research-institute-inc-401k-plan

> H. Lee Moffitt Cancer Center's 401(k) plan: 9,939 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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