Plan Snapshot
- Plan Sponsor: The Brevard Health Alliance, INC.
- Sponsor EIN: 900068515
- Sponsor Address: 4315 WOODLAND PARK DRIVE, WEST MELBOURNE, FL, 32904
- Plan Type: 401(k)
- Total Participants: 486
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 486 | $18.0M | $936,074 | $2.0M |
| 2023 | 465 | $14.7M | $920,700 | $2.0M |
| 2022 | 406 | $10.7M | $788,085 | $1.7M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM | Auditor | — | — | $0 |
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 | $323 | — | — | — | — |
| 2023 | $99 | — | — | — | — |
| 2022 | $150 | — | — | — | — |