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: 133
- Total Assets: $1.7M
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 | 133 | $1.7M | $51,429 | $51,895 |
| 2023 | 74 | $1.6M | $53,486 | $48,815 |
| 2022 | 87 | $1.3M | $52,060 | $45,840 |
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 |
|---|---|---|---|---|
| MSL, P.A. | 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 | $117,163 | — | $2,422 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $7,368 | $195 | — | — | $5,000 |