Plan Snapshot
- Plan Sponsor: Pulse Clinical Alliance, LLC
- Sponsor EIN: 814370993
- Sponsor Address: 6440 SOUTHPOINT PARKWAY, 3RD FLR, JACKSONVILLE, FL, 32216
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $441,416
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 61 | $441,416 | $0 | $134,391 |
| 2023 | 88 | $607,550 | $0 | $181,708 |
| 2022 | 118 | $463,292 | $0 | $123,677 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $6,007 | $359 | — | — | — |
| 2023 | $11,976 | $384 | — | — | — |
| 2022 | $13,251 | $13,186 | — | — | — |