Plan Snapshot
- Plan Sponsor: The Jaeb Center For Health Research, INC.
- Sponsor EIN: 593187624
- Sponsor Address: 15310 AMBERLY DRIVE, SUITE 350, TAMPA, FL, 33647
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $35.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 173 | $35.8M | $788,829 | $1.7M |
| 2023 | 156 | $29.8M | $719,179 | $1.5M |
| 2022 | 150 | $23.9M | $656,248 | $1.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, 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 | $96,815 | $49,559 | $47,171 | — | — |
| 2023 | $77,798 | $39,582 | $38,110 | — | — |
| 2022 | $73,935 | $35,521 | $38,414 | — | — |