Plan Snapshot
- Plan Sponsor: South Florida Surgical Special
- Sponsor EIN: 201759480
- Sponsor Address: 3001 CORAL HILLS DR STE 320, POMPANO BEACH, FL, 330654172
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $17.4M
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 | 156 | $17.4M | $562,357 | $1.0M |
| 2023 | 146 | $13.7M | $548,311 | $786,636 |
| 2022 | 126 | $12.2M | $545,622 | $905,563 |
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 |
|---|---|---|---|---|
| JORGE ALVARADO AND COMPANY CPA PA | 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 | $45,034 | $30,485 | $13,689 | — | — |
| 2023 | $39,315 | $21,668 | — | — | — |
| 2022 | $61,502 | — | $61,502 | — | — |