# St. Luke'S Cataract And Laser Institute.P.A. 401(k) Plan
Source: https://planprovider.pro/companies/st-luke-s-cataract-and-laser-institute-p-a-591224512-501

> St. Luke'S Cataract And Laser Institute.P.A.'s 401(k) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Luke'S Cataract And Laser Institute.P.A.

- **Sponsor EIN:** 591224512

- **Sponsor Address:** 43309 US HIGHWAY 19 NORTH, TARPON SPRINGS, FL, 34689

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 401

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|401|$0|$0|$0|

| 2024|394|$0|$0|$0|

| 2023|419|$0|$0|$0|

| 2022|378|$0|$0|$0|

## 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|

| UMR, INC|Other Service Provider|$266,089|$24,198|$290,287|

| MARSH & MCLENNAN AGENCY LLC|Investment Advisor|$18,963|—|$18,963|

| RXBENEFITS|Other Service Provider|$8,460|—|$8,460|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $317,710

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/st-luke-s-cataract-and-laser-institute-p-a-591224512-501)

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