Plan Snapshot
- Plan Sponsor: Medicus Select, LLC
- Sponsor EIN: 452980304
- Sponsor Address: 1401 CENTERVILLE ROAD, TALLAHASSEE, FL, 32308
- Plan Type: 401(k)
- Total Participants: 766
- Total Assets: $15.4M
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 | 766 | $15.4M | $1.0M | $695,963 |
| 2023 | 852 | $13.8M | $1.1M | $648,439 |
| 2022 | 464 | $11.7M | $1.0M | $608,775 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $11,820 | — | $11,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,820
- Estimated Expense Ratio: 0.077% 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 | $37,585 | $2,106 | — | $11,820 | — |
| 2023 | $22,556 | — | — | — | — |
| 2022 | $49,294 | — | $49,294 | — | — |