Plan Snapshot
- Plan Sponsor: Shands Jacksonville Medical Center, INC.
- Sponsor EIN: 592142859
- Sponsor Address: 655 WEST EIGHTH STREET, JACKSONVILE, FL, 322096511
- Plan Type: 401(k)
- Total Participants: 5,534
- Total Assets: $443.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,534 | $443.3M | $15.1M | $25.4M |
| 2023 | 5,319 | $396.1M | $13.3M | $23.2M |
| 2022 | 4,980 | $343.3M | $13.9M | $23.0M |
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 |
|---|---|---|---|---|
| JAMES,MOORE & CO.,P.L.,CPAS & CNSLT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JAMES,MOORE & CO.,P.L.,CPAS & CNSLT — 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 | $509,001 | — | $509,001 | — | — |
| 2023 | $527,251 | $48,306 | $478,945 | — | — |
| 2022 | $487,723 | $49,044 | $438,679 | — | — |