Plan Snapshot
- Plan Sponsor: Norman H. Anderson, M.D., P.A.
- Sponsor EIN: 591901972
- Sponsor Address: 2020 S.E. 17TH STREET, OCALA, FL, 34471
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $16.6M
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 | 86 | $16.6M | $390,595 | $663,013 |
| 2023 | 86 | $15.9M | $388,865 | $700,377 |
| 2022 | 95 | $15.6M | $420,668 | $885,989 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
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 | $63,865 | — | $60,805 | — | — |
| 2023 | $62,601 | — | $60,241 | — | — |
| 2022 | $74,988 | — | $72,978 | — | $2,010 |