Plan Snapshot
- Plan Sponsor: Providia Home Care LLC
- Sponsor EIN: 352310899
- Sponsor Address: 5292 SUMMERLIN COMMONS WAY #1102, FORT MYERS, FL, 33907
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $4.2M
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 | 341 | $4.2M | $7,542 | $638,898 |
| 2023 | 349 | $3.5M | $0 | $522,067 |
| 2022 | 280 | $2.7M | $0 | $497,170 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $14,748 | — | $14,748 |
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- ADKF, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,748
- Estimated Expense Ratio: 0.350% of plan assets
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 | $20,079 | $3,930 | — | — | — |
| 2023 | $19,671 | $11,885 | $6,926 | — | — |
| 2022 | $14,074 | $8,517 | $5,557 | — | — |