Plan Snapshot
- Plan Sponsor: Tallahassee Memorial Healthcare, INC.
- Sponsor EIN: 591917016
- Sponsor Address: 1300 MICCOSUKEE ROAD, TALLAHASSEE, FL, 32308
- Plan Type: 403(b)
- Total Participants: 5,356
- Total Assets: $175.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 5,356 | $175.7M | $0 | $12.4M |
| 2023 | 5,035 | $171.7M | $12.0M | $0 |
| 2022 | 5,225 | $147.3M | $960 | $11.4M |
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 |
|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | Investment Advisor | $52,735 | — | $52,735 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $28,458 | — | $28,458 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,992 | — | $12,992 |
| MSL, P.A. | Auditor | $6,620 | — | $6,620 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,805
- Estimated Expense Ratio: 0.057% 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 | $212,823 | $29,369 | — | $13,020 | — |
| 2023 | $282,207 | $30,483 | — | $12,523 | — |
| 2022 | $259,224 | $16,971 | — | — | $12,038 |