Plan Snapshot
- Plan Sponsor: Tallahassee Memorial Healthcare INC
- Sponsor EIN: 591917016
- Sponsor Address: 1623 MEDICAL DRIVE, TALLAHASSEE, FL, 32308
- Plan Type: 401(k)
- Total Participants: 5,337
- Total Assets: $193.4M
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 | 5,337 | $193.4M | $13.6M | $0 |
| 2023 | 5,035 | $180.7M | $12.9M | $0 |
| 2022 | 3,066 | $154.6M | $12.2M | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $6,620 | — | $6,620 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,620
- Estimated Expense Ratio: 0.003% 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 | $244,455 | $13,942 | — | $6,620 | — |
| 2023 | $290,421 | $35,171 | — | $16,923 | — |
| 2022 | $311,911 | $56,802 | — | — | $12,038 |