Plan Snapshot
- Plan Sponsor: Premier Heart And Vascular Center, P. A.
- Sponsor EIN: 203842362
- Sponsor Address: 38035 MEDICAL CENTER AVE, ZEPHYRHILLS, FL, 33540
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $3.6M
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 | 79 | $3.6M | $120,568 | $310,031 |
| 2023 | 131 | $4.3M | $118,010 | $215,211 |
| 2022 | 100 | $3.3M | $79,911 | $272,726 |
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 |
|---|---|---|---|---|
| THE AMERICAN AUDITORS GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE AMERICAN AUDITORS GROUP, LLC — 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 | $9,539 | — | $9,539 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |