Plan Snapshot
- Plan Sponsor: Professional Health Care Of Pi
- Sponsor EIN: 593440564
- Sponsor Address: 1839 CENTRAL AVE, ST PETERSBURG, FL, 337138900
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $8.0M
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 | 137 | $8.0M | $392,280 | $842,793 |
| 2023 | 133 | $6.4M | $333,968 | $751,504 |
| 2022 | 119 | $5.0M | $297,759 | $667,564 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $75,546 | $57,855 | $14,563 | — | — |
| 2023 | $57,509 | $44,318 | $12,331 | — | — |
| 2022 | $48,485 | $38,296 | $10,189 | — | — |