Plan Snapshot
- Plan Sponsor: Suncoast Skin Solutions
- Sponsor EIN: 262003898
- Sponsor Address: 18228 N. US HUGHWAY 41, LUTZ, FL, 33549
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $5.9M
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 | 331 | $5.9M | $742,553 | $1.5M |
| 2023 | 290 | $3.1M | $556,156 | $1.1M |
| 2022 | 215 | $1.1M | $327,856 | $634,832 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $10,357 | — | $10,357 |
| KELLY PARTNERS (FRS) ATTEST SERVICE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,357
- Estimated Expense Ratio: 0.176% of plan assets
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 | $18,039 | $13,580 | — | — | — |
| 2023 | $11,941 | $9,237 | — | — | — |
| 2022 | $2,139 | — | — | — | — |