Plan Snapshot
- Plan Sponsor: Pensacola Pediatrics PA
- Sponsor EIN: 592864937
- Sponsor Address: 4400 BAYOU BLVD. #46, PENSACOLA, FL, 32503
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $16.4M
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 | 100 | $16.4M | $984,716 | $685,954 |
| 2023 | 111 | $13.1M | $783,139 | $602,930 |
| 2022 | 110 | $10.4M | $718,666 | $489,254 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | 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 | $31,407 | — | $28,096 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |