Plan Snapshot
- Plan Sponsor: Panhandle Anesthesiology Associates, P.A.
- Sponsor EIN: 593099224
- Sponsor Address: 4400 BAYOU BLVD., SUITE 16-C, PENSACOLA, FL, 32503
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $48.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 96 | $48.6M | $1.5M | $1.9M |
| 2023 | 106 | $42.9M | $1.5M | $1.9M |
| 2022 | 114 | $36.5M | $1.4M | $1.9M |
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 |
|---|---|---|---|---|
| AVIZO GROUP | 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 | $201,766 | $77,552 | $87,444 | — | — |
| 2023 | $173,074 | $66,043 | $73,582 | — | — |
| 2022 | $168,935 | $51,551 | $69,684 | — | $1,050 |