Plan Snapshot
- Plan Sponsor: Radiology Associates Of Venice And Englewood, P.A.
- Sponsor EIN: 591937565
- Sponsor Address: 512-516 NOKOMIS AVENUE SOUTH, VENICE, FL, 34285
- Plan Type: DC
- Total Participants: 124
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 124 | $13.0M | $562,211 | $415,834 |
| 2023 | 117 | $12.1M | $652,415 | $390,165 |
| 2022 | 122 | $13.0M | $631,726 | $397,278 |
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, LLC | Auditor | $73,348 | — | $73,348 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,348
- Estimated Expense Ratio: 0.564% 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 | $83,401 | $10,053 | — | $73,348 | — |
| 2023 | $26,347 | $11,355 | — | — | — |
| 2022 | $36,515 | — | $36,515 | — | — |