Plan Snapshot
- Plan Sponsor: Pediatric Associates Holding Company
- Sponsor EIN: 204729025
- Sponsor Address: 900 S. PINE ISLAND ROAD, PLANTATION, FL, 33324
- Plan Type: 401(k)
- Total Participants: 2,919
- Total Assets: $132.4M
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 | 2,919 | $132.4M | $6.1M | $14.7M |
| 2023 | 2,872 | $110.4M | $5.6M | $13.2M |
| 2022 | 2,407 | $77.6M | $3.9M | $9.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $358,613 | — | $358,613 |
| EJREYNOLDS, INC. | CONTRACT ADMIN | $94,051 | — | $94,051 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGER | $65,918 | — | $65,918 |
| GERSON, PRESTON, KLEIN, LIPS, ETAL. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $518,582
- Estimated Expense Ratio: 0.392% 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 | $428,829 | — | — | — | — |
| 2023 | $330,463 | — | $33,421 | $15,000 | — |
| 2022 | $412,350 | — | $216,165 | — | — |