Plan Snapshot
- Plan Sponsor: Tallahassee Neurological Clinic, P.A.
- Sponsor EIN: 591286000
- Sponsor Address: 1401 CENTERVILLE ROAD SUITE 300, TALLAHASSEE, FL, 32308
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 104 | $14.0M | $691,314 | $554,527 |
| 2023 | 123 | $12.1M | $797,439 | $488,352 |
| 2022 | 112 | $10.2M | $599,505 | $542,919 |
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 |
|---|---|---|---|---|
| RESJ, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESJ, PC — Auditor
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 | $73,956 | $70,332 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |