Plan Snapshot
- Plan Sponsor: Senior Health South - Tampa LLC
- Sponsor EIN: 141864151
- Sponsor Address: TWO BALA PLAZA, NO. 300, BALA CYNWYD, PA, 19004
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $196,417
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 | 377 | $196,417 | $0 | $53,691 |
| 2023 | 191 | $146,051 | $0 | $19,801 |
| 2022 | 186 | $271,298 | $0 | $29,751 |
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 |
|---|---|---|---|---|
| MSL, P.A. | Auditor | — | — | $0 |
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 | $20,912 | — | $3,264 | — | — |
| 2023 | $179,657 | — | $4,792 | — | — |
| 2022 | $6,325 | $355 | — | — | — |