Plan Snapshot
- Plan Sponsor: North Florida Women'S Care, P.A.
- Sponsor EIN: 592825211
- Sponsor Address: 1401 CENTERVILLE RD STE 202, TALLAHASSEE, FL, 323084638
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $13.1M
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 | 79 | $13.1M | $221,194 | $541,037 |
| 2023 | 77 | $12.7M | $217,072 | $544,062 |
| 2022 | 85 | $10.4M | $179,688 | $497,719 |
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 |
|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | INVESTMENT ADVISORY PLAN | $26,677 | — | $26,677 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $13,485 | — | $13,485 |
| THOMAS HOWELL FERGUSON PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- THOMAS HOWELL FERGUSON PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,162
- Estimated Expense Ratio: 0.307% 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 | $42,826 | $29,341 | — | — | — |
| 2023 | $28,789 | $4,078 | — | — | — |
| 2022 | $34,602 | $2,118 | — | — | — |