Plan Snapshot
- Plan Sponsor: Physicians Primary Care Of Southwest Florida, P.L.
- Sponsor EIN: 650603006
- Sponsor Address: 12730 NEW BRITTANY BLVD., SUITE 602, FORT MYERS, FL, 33907
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $29.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 225 | $29.8M | $637,466 | $1.3M |
| 2023 | 209 | $27.2M | $588,597 | $1.2M |
| 2022 | 210 | $25.6M | $556,184 | $1.1M |
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 |
|---|---|---|---|---|
| HSC/TUSCAN & COMPANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HSC/TUSCAN & COMPANY, PA — 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 |
|---|---|---|---|---|---|
| 2024 | $74,909 | — | $74,909 | — | — |
| 2023 | $67,860 | — | $67,860 | — | — |
| 2022 | $70,639 | $70,639 | — | — | — |