Plan Snapshot
- Plan Sponsor: The Florida Aquarium, INC.
- Sponsor EIN: 592807815
- Sponsor Address: 701 CHANNELSIDE DR., TAMPA, FL, 33602
- Plan Type: 403(b)
- Total Participants: 366
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 366 | $7.5M | $59,545 | $671,876 |
| 2023 | 335 | $6.1M | $52,407 | $691,011 |
| 2022 | 311 | $4.7M | $45,951 | $578,339 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $23,054 | $21,204 | $1,850 | — | — |
| 2023 | $18,100 | $16,525 | $1,575 | — | — |
| 2022 | $14,187 | $12,462 | $1,725 | — | — |