# Tallahassee Primary Care Associates, PA 401(k) Plan
Source: https://planprovider.pro/companies/tallahassee-primary-care-associates-pa-plan-001

> Tallahassee Primary Care Associates, PA's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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