Plan Snapshot
- Plan Sponsor: Nicklaus Childrens Health System
- Sponsor EIN: 453481327
- Sponsor Address: 3100 S.W. 62ND AVENUE, MIAMI, FL, 33155
- Plan Type: DC
- Total Participants: 4,720
- Total Assets: $597.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 4,720 | $597.3M | $19.8M | $29.5M |
| 2023 | 4,702 | $517.9M | $17.0M | $26.0M |
| 2022 | 4,481 | $435.4M | $15.3M | $22.6M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $32,303 | — | $32,303 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,303
- Estimated Expense Ratio: 0.005% 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 | $673,547 | $201,043 | — | $32,303 | — |
| 2023 | $637,331 | $128,500 | $113,516 | $221,860 | — |
| 2022 | $592,556 | — | — | — | — |