Plan Snapshot
- Plan Sponsor: Pulmonary Physicians Of South Florida, LLC
- Sponsor EIN: 412117806
- Sponsor Address: 8600 SW 92ND STREET, SUITE 204-A, MIAMI, FL, 33156
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $33.3M
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 | 140 | $33.3M | $909,565 | $906,007 |
| 2023 | 142 | $28.2M | $801,894 | $913,595 |
| 2022 | 132 | $22.6M | $777,013 | $845,823 |
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 |
|---|---|---|---|---|
| INGHAM & COMPANY | NONE | $56,738 | $625 | $57,363 |
| NATIONAL FINANCIAL SERVICE | NONE | $36,619 | — | $36,619 |
| RELIANCE TRUST CO. | NONE | $5,039 | — | $5,039 |
| HALLER ROBBINS EPELBAUM MISIUNAS, L | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INGHAM & COMPANY — NONE
- RELIANCE TRUST CO. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,021
- Estimated Expense Ratio: 0.298% 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 | $98,396 | $36,619 | $7,996 | — | — |
| 2023 | $88,573 | $30,461 | $7,665 | — | — |
| 2022 | $88,810 | $30,522 | $53,483 | — | — |