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)
- Plan Number: 001
- Total Participants: 262
- Total Assets: $3.7M
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. |
|---|---|---|---|---|
| 2025 | 262 | $3.7M | $0 | $0 |
| 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 | $39,764 | — | $39,764 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $12,497 | $220 | $12,717 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,481
- Estimated Expense Ratio: 1.404% 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 |
|---|---|---|---|---|---|
| 2025 | $435,576 | $12,822 | — | — | — |
| 2024 | $46,119 | $10,656 | — | — | — |
| 2023 | $38,553 | $9,185 | — | — | — |
| 2022 | $34,108 | — | — | — | — |