Plan Snapshot
- Plan Sponsor: Osceola Mental Health, INC. Db
- Sponsor EIN: 591677912
- Sponsor Address: 206 PARK PLACE BLVD., KISSIMMEE, FL, 34741
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $3.1M
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 | 205 | $3.1M | $204,885 | $330,929 |
| 2023 | 195 | $2.7M | $206,571 | $351,979 |
| 2022 | 206 | $2.8M | $135,287 | $260,248 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $35,463 | — | $35,463 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $10,656 | $190 | $10,846 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,309
- Estimated Expense Ratio: 1.501% 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 | $46,119 | $10,656 | — | — | — |
| 2023 | $38,553 | $9,185 | — | — | — |
| 2022 | $34,108 | — | — | — | — |