Plan Snapshot
- Plan Sponsor: Tampa Bay Workforce Alliance, In
- Sponsor EIN: 593655316
- Sponsor Address: 4350 WEST CYPRESS STREET, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $6.8M
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 | 158 | $6.8M | $575,751 | $348,361 |
| 2023 | 107 | $4.0M | $385,872 | $225,896 |
| 2022 | 82 | $3.2M | $334,722 | $224,890 |
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 |
|---|---|---|---|---|
| BDG CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG CPAS — 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 | $27,306 | $10,584 | $16,722 | — | — |
| 2023 | $20,054 | $8,234 | $11,820 | — | — |
| 2022 | $17,553 | $7,864 | $9,689 | — | — |