Plan Snapshot
- Plan Sponsor: Personal Enrichment Through Mental Health Services, INC.
- Sponsor EIN: 593153549
- Sponsor Address: 11254 58TH STREET NORTH, PINELLAS PARK, FL, 33782
- Plan Type: 403(b)
- Total Participants: 202
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 202 | $5.4M | $90,915 | $296,232 |
| 2023 | 223 | $4.8M | $77,884 | $260,523 |
| 2022 | 204 | $4.3M | $77,865 | $212,201 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | 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 | $15,209 | — | $6,293 | — | — |
| 2023 | $15,666 | — | $6,852 | — | — |
| 2022 | $28,080 | — | $27,961 | — | $119 |