# Thomas Howell Ferguson, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/thomas-howell-ferguson-p-a-401k-plan

> Thomas Howell Ferguson, P.A.'s 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thomas Howell Ferguson, P.A.

- **Sponsor EIN:** 593186310

- **Sponsor Address:** 2615 CENTENNIAL BLVD., SUITE 200, TALLAHASSEE, FL, 32308

- **Plan Type:** 401(k)

- **Total Participants:** 118

- **Total Assets:** $21.5M

## 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|118|$21.5M|$0|$0|

| 2023|105|$16.0M|$0|$0|

## 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|

| COULTER & JUSTUS|Auditor|$12,000|—|$12,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,000

- **Estimated Expense Ratio:** 0.056% of plan assets

### 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|$44,057|$28,404|$3,653|$12,000|—|

| 2023|$36,848|$33,142|$3,706|—|—|

## Similar Plans

- [Berman Hopkins Wright & Laham Cpa'S](https://planprovider.pro/companies/berman-hopkins-wright-laham-cpa-s-401k-plan) — 112 participants

- [Kerkering, Barberio & Co.](https://planprovider.pro/companies/kerkering-barberio-co-401k-plan) — 138 participants

- [Rivero, Gordimer & Company, P.A.](https://planprovider.pro/companies/rivero-gordimer-company-p-a-plan) — 50 participants

- [Pricewaterhousecoopers LLP In Puerto Rico](https://planprovider.pro/companies/pricewaterhousecoopers-llp-in-puerto-rico-401k-plan) — 190 participants

- [Tipton, Marler, Garner & Chastain](https://planprovider.pro/companies/tipton-marler-garner-chastain-401k-plan) — 36 participants

- [Brody And Associates PA](https://planprovider.pro/companies/brody-and-associates-pa-401k-plan) — 29 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/thomas-howell-ferguson-p-a-401k-plan)

© 2026 PlanProvider.Pro