Plan Snapshot
- Plan Sponsor: Physician Partners Of America
- Sponsor EIN: 900962715
- Sponsor Address: 504 NORTH REO STREET, TAMPA, FL, 33609
- Plan Type: 401(k)
- Total Participants: 446
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 446 | $5.9M | $0 | $0 |
| 2024 | 425 | $4.6M | $0 | $1.0M |
| 2023 | 413 | $4.0M | $0 | $931,357 |
| 2022 | 468 | $3.4M | $6,800 | $904,845 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $34,729 | — | $34,729 | — | — |
| 2024 | $30,788 | — | $30,788 | — | — |
| 2023 | $25,124 | — | $25,124 | — | — |
| 2022 | $75 | — | — | — | — |