# Norman H. Anderson, M.D., P.A. 401(k) Plan
Source: https://planprovider.pro/companies/norman-h-anderson-m-d-p-a-401k-plan

> Norman H. Anderson, M.D., P.A.'s 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|

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