Plan Snapshot
- Plan Sponsor: Tallahassee Primary Care Associates, PA
- Sponsor EIN: 593374015
- Sponsor Address: 1803 MICCOSUKEE COMMONS DRIVE, TALLAHASSEE, FL, 32308
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 131 | $23.5M | $321,853 | $499,560 |
| 2023 | 135 | $31.3M | $851,065 | $579,828 |
| 2022 | 168 | $28.3M | $1.1M | $676,928 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $14,282 | $9,647 | $4,635 | — | — |
| 2023 | $8,360 | $8,229 | $131 | — | — |
| 2022 | $16,153 | $8,193 | $809 | — | — |