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: 915
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 915 | $9.1M | $301,726 | $2.1M |
| 2023 | 1,135 | $6.5M | $229,221 | $1.6M |
| 2022 | 213 | $4.7M | $101,323 | $805,393 |
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 | $39,780 | — | $39,780 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $14,665 | — | $14,665 |
| 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: $54,445
- Estimated Expense Ratio: 0.599% 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 | $69,671 | — | — | — | — |
| 2023 | $33,860 | — | — | — | — |
| 2022 | — | — | — | — | — |