Plan Snapshot
- Plan Sponsor: Millenia Pediatrics, LLC
- Sponsor EIN: 562329537
- Sponsor Address: 4448 EDGEWATER DR, ORLANDO, FL, 328041216
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 255 | $7.3M | $0 | $846,888 |
| 2023 | 256 | $6.2M | $0 | $828,853 |
| 2022 | 237 | $5.4M | $0 | $721,549 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $31,904 | — | $31,904 |
| CORNERSTONE RETIREMENT PLAN ADMIN | CONTRACT ADMINISTRATOR | $4,950 | $6,485 | $11,435 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $10,000 | — | $10,000 |
| GELLERRAGANS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISOR
- GELLERRAGANS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,339
- Estimated Expense Ratio: 0.730% 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 | $37,776 | — | — | — | — |
| 2023 | $31,360 | — | $31,360 | — | — |
| 2022 | $32,076 | — | — | — | $32,076 |