Plan Snapshot
- Plan Sponsor: The Center For Bone And Joint Disease, P.A.
- Sponsor EIN: 591559073
- Sponsor Address: 7544 JACQUE ROAD, HUDSON, FL, 34667
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 117 | $15.8M | $517,294 | $642,996 |
| 2023 | 111 | $13.0M | $479,912 | $604,885 |
| 2022 | 104 | $10.5M | $476,868 | $549,997 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER, LLC — 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 | $20,984 | $20,984 | — | — | — |
| 2023 | $20,990 | $20,990 | — | — | — |
| 2022 | $21,000 | $21,000 | — | — | — |