Plan Snapshot
- Plan Sponsor: Tampa Family Health Centers, I
- Sponsor EIN: 592420282
- Sponsor Address: PO BOX 82969, TAMPA, FL, 336822969
- Plan Type: 401(k)
- Total Participants: 675
- Total Assets: $15.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 675 | $15.0M | $830,716 | $909,614 |
| 2023 | 650 | $13.1M | $1.7M | $844,678 |
| 2022 | 602 | $10.3M | $685,775 | $814,877 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $12,991 | — | — | — | — |
| 2023 | $3,686 | — | — | — | — |
| 2022 | $3,642 | — | — | — | — |