Plan Snapshot
- Plan Sponsor: Jacksonville Spine Center, P.A.
- Sponsor EIN: 200091237
- Sponsor Address: 5191 FIRST COAST TECH PARKWAY, JACKSONVILLE, FL, 32224
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 225 | $10.9M | $481,246 | $700,900 |
| 2023 | 184 | $7.8M | $349,097 | $611,280 |
| 2022 | 138 | $5.7M | $267,731 | $410,790 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | Recordkeeper | $7,412 | — | $7,412 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,412
- Estimated Expense Ratio: 0.068% 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 | $29,571 | $27,336 | $2,235 | — | — |
| 2023 | $24,379 | $18,911 | — | — | — |
| 2022 | $21,418 | $17,533 | $3,885 | — | — |