Plan Snapshot
- Plan Sponsor: Northwest Florida Healthcare, INC.
- Sponsor EIN: 200244662
- Sponsor Address: 1360 BRICKYARD ROAD, CHIPLEY, FL, 324280889
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $4.1M
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 | 312 | $4.1M | $69,952 | $404,214 |
| 2023 | 287 | $3.8M | $65,186 | $394,885 |
| 2022 | 242 | $3.1M | $59,694 | $355,126 |
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 |
|---|---|---|---|---|
| CARR, RIGGS, AND INGRAM LLC | 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 | $1,635 | — | — | — | — |
| 2023 | $1,419 | — | — | — | — |
| 2022 | $1,025 | — | — | — | $1,025 |