Plan Snapshot
- Plan Sponsor: Radiology And Imaging Specialists Of Lakeland, P.A.
- Sponsor EIN: 591262719
- Sponsor Address: 2115 CRYSTAL GROVE DRIVE, LAKELAND, FL, 33801
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $37.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 257 | $37.0M | $1.9M | $1.5M |
| 2023 | 244 | $31.1M | $1.7M | $1.3M |
| 2022 | 223 | $25.9M | $679,436 | $1.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.057% 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 | $97,518 | $58,947 | — | $21,000 | — |
| 2023 | $94,207 | $63,884 | — | $19,908 | — |
| 2022 | $32,407 | $17,999 | — | — | — |