Plan Snapshot
- Plan Sponsor: Tampa Bay Downs
- Sponsor EIN: 592747715
- Sponsor Address: 11225 RACE TRACK ROAD, TAMPA, FL, 33626
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $7.3M
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 | 240 | $7.3M | $236,408 | $400,986 |
| 2023 | 235 | $6.2M | $230,175 | $403,022 |
| 2022 | 226 | $4.7M | $226,402 | $371,594 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | INVESTMENT ADVISOR | $16,269 | — | $16,269 |
| BRIMMER, BUREK AND KEELAN LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,269
- Estimated Expense Ratio: 0.222% 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 | $32,103 | $16,269 | $1,625 | — | — |
| 2023 | $28,693 | $12,268 | $1,265 | — | — |
| 2022 | $20,427 | $15,614 | $4,813 | — | — |