Plan Snapshot
- Plan Sponsor: Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi
- Sponsor EIN: 591910113
- Sponsor Address: 2023 PROFESSIONAL CENTER DRIVE, ORANGE PARK, FL, 32073
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $19.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 114 | $19.0M | $806,716 | $454,276 |
| 2023 | 99 | $15.4M | $611,546 | $474,274 |
| 2022 | 89 | $12.1M | $509,761 | $452,318 |
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 |
|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | Other Service Provider | — | $30,387 | $30,387 |
| ECONOMIC GROUP PENSION SERVICES | Recordkeeper | — | $7,823 | $7,823 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,210
- Estimated Expense Ratio: 0.201% 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 | $7,911 | $7,911 | — | — | — |
| 2023 | $4,957 | $4,957 | — | — | — |
| 2022 | $3,662 | — | — | — | $3,662 |