# South Florida Surgical Special 401(k) Plan
Source: https://planprovider.pro/companies/south-florida-surgical-specialists-llc-plan

> South Florida Surgical Special's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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