Plan Snapshot
- Plan Sponsor: The Ear, Nose And Throat Surgical Associates, P.A.
- Sponsor EIN: 593213724
- Sponsor Address: 1350 N. ORANGE AVE., WINTER PARK, FL, 32789
- Plan Type: DC
- Total Participants: 145
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 145 | $15.1M | $268,384 | $463,825 |
| 2023 | 134 | $14.3M | $222,649 | $471,717 |
| 2022 | 132 | $11.6M | $196,528 | $333,166 |
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 |
|---|---|---|---|---|
| SCHAFER, TSCHOPP WHITCOMB, MITCHELL | 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 | $121,819 | — | $121,819 | — | — |
| 2023 | $108,489 | — | $108,489 | — | — |
| 2022 | $115,271 | $10,443 | $104,828 | — | — |