# Pulmonary Physicians Of South Florida, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pulmonary-physicians-of-south-florida-llc-401k-plan

> Pulmonary Physicians Of South Florida, LLC's 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ingham-retirement-group) — NONE

- [RELIANCE TRUST CO.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

## Similar Plans

- [Lakeview Healthcare Enterprise](https://planprovider.pro/companies/lakeview-healthcare-enterprise-401k-plan) — 308 participants

- [Emed LLC](https://planprovider.pro/companies/emed-llc-plan) — 309 participants

- [Medical Specialists Of The Palm Beaches, INC.](https://planprovider.pro/companies/medical-specialists-of-the-palm-beaches-inc-401k-plan) — 316 participants

- [Tallahassee Orthopedic Clinic Iii P.L.](https://planprovider.pro/companies/tallahassee-orthopedic-clinic-iii-p-l-plan) — 320 participants

- [Simedhealth, L.L.C.](https://planprovider.pro/companies/simedhealth-l-l-c-401k-plan) — 324 participants

- [Roy Hinman, Md Dba Island Doctors](https://planprovider.pro/companies/roy-hinman-md-dba-island-doctors-401k-plan) — 326 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pulmonary-physicians-of-south-florida-llc-401k-plan)

© 2026 PlanProvider.Pro