Plan Snapshot
- Plan Sponsor: Health Planning Council Of Southwest Florida, INC.
- Sponsor EIN: 592269305
- Sponsor Address: 12220 TOWNE LAKE DR. SUITE 1, FORT MYERS, FL, 339138021
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 190
- Total Assets: $12.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 190 | $12.6M | $0 | $0 |
| 2024 | 145 | $11.5M | $701,062 | $266,366 |
| 2023 | 145 | $9.8M | $606,488 | $251,431 |
| 2022 | 143 | $8.0M | $541,715 | $219,843 |
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 |
|---|---|---|---|---|
| MOSS, KRUSICK & ASSOCIATES, LLC | 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 |
|---|---|---|---|---|---|
| 2025 | $1,278,668 | — | — | — | — |
| 2024 | $2,066 | — | — | — | — |
| 2023 | $1,153 | — | — | — | — |
| 2022 | $1,322 | — | — | — | — |