Plan Snapshot
- Plan Sponsor: New Horizons Of The Treasure Coast, INC.
- Sponsor EIN: 596153749
- Sponsor Address: 4500 W MIDWAY RD, FORT PIERCE, FL, 34981
- Plan Type: 403(b)
- Total Participants: 391
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 391 | $3.4M | $0 | $183,850 |
| 2023 | 441 | $3.7M | $0 | $197,918 |
| 2022 | 416 | $3.9M | $0 | $203,137 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $3,885 | — | $3,885 | — | — |
| 2023 | $3,357 | — | $3,357 | — | — |
| 2022 | $2,829 | — | $2,829 | — | — |