# Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi 401(k) Plan
Source: https://planprovider.pro/companies/harris-wilcox-donovan-p-a-dba-clay-eye-physi-plan

> Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ENNIS, PELLUM, & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ENNIS, PELLUM, & ASSOCIATES](https://planprovider.pro/provider/ennis-pellum-and-associates-pa) — Auditor

## 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|$7,911|$7,911|—|—|—|

| 2023|$4,957|$4,957|—|—|—|

| 2022|$3,662|—|—|—|$3,662|

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