Plan Snapshot
- Plan Sponsor: Tampa Bay Performing Arts Center INC., Dba David A. Straz Jr. Center
- Sponsor EIN: 592037085
- Sponsor Address: 1010 NORTH MACINNES PLACE, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 580
- Total Assets: $13.4M
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 | 580 | $13.4M | $530,724 | $563,472 |
| 2023 | 700 | $12.9M | $490,886 | $545,118 |
| 2022 | 585 | $12.3M | $499,871 | $477,160 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $55,960 | — | $55,960 |
| UBS FINANCIAL SERVICES, INC. | Investment Advisor | $24,013 | — | $24,013 |
| RETIREMENT SOLUTIONS SPECIALISTS | Other Service Provider | $9,014 | $4,912 | $13,926 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,899
- Estimated Expense Ratio: 0.702% 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 | $91,116 | $24,013 | $67,103 | — | — |
| 2023 | $81,243 | $22,333 | $58,910 | — | — |
| 2022 | $96,228 | $69,184 | $24,245 | — | $2,799 |