# The Jaeb Center For Health Research, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-jaeb-center-for-health-research-inc-plan

> The Jaeb Center For Health Research, INC.'s 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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