Plan Snapshot
- Plan Sponsor: Humane Society Of Tampa Bay
- Sponsor EIN: 590799907
- Sponsor Address: 3607 N. ARMENIA AVE, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 108 | $2.3M | $93,246 | $342,633 |
| 2023 | 102 | $1.9M | $90,301 | $304,774 |
| 2022 | 107 | $1.4M | $19,502 | $268,623 |
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 |
|---|---|---|---|---|
| PDR CPAS + ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PDR CPAS + ADVISORS — 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 | $34,792 | $20,998 | $13,794 | — | — |
| 2023 | $46,030 | $8,595 | $37,435 | — | — |
| 2022 | $15,111 | $3,042 | $12,069 | — | — |