Plan Snapshot
- Plan Sponsor: Pavilion Health Services, INC.
- Sponsor EIN: 592059710
- Sponsor Address: 841 PRUDENTIAL DRIVE, SUITE 640, JACKSONVILLE, FL, 32207
- Plan Type: 401(k)
- Total Participants: 2,214
- Total Assets: $143.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,214 | $143.0M | $3.8M | $10.4M |
| 2023 | 2,154 | $123.9M | $3.3M | $9.4M |
| 2022 | 2,407 | $100.5M | $3.0M | $8.4M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | NONE | $141,660 | — | $141,660 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,660
- Estimated Expense Ratio: 0.099% 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 | $142,822 | — | — | — | — |
| 2023 | $148,470 | — | $148,470 | — | — |
| 2022 | $49,353 | — | $49,353 | — | — |