Plan Snapshot
- Plan Sponsor: Tampa Jcc/Federation, INC.
- Sponsor EIN: 237182057
- Sponsor Address: 13009 COMMUNITY CAMPUS DRIVE, TAMPA, FL, 33625
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $1.2M
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 | 178 | $1.2M | $0 | $169,071 |
| 2023 | 181 | $1.2M | $0 | $137,519 |
| 2022 | 157 | $975,654 | $0 | $111,511 |
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 |
|---|---|---|---|---|
| RIVERO, GORDIMER AND COMPANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERO, GORDIMER AND COMPANY, PA — 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 | $9,453 | $6,441 | — | — | — |
| 2023 | $7,517 | $5,191 | — | — | — |
| 2022 | $7,810 | — | — | — | — |