Plan Snapshot
- Plan Sponsor: Tomoka Eye Associates PA
- Sponsor EIN: 593534775
- Sponsor Address: 345 CLYDE MORRIS BLVD STE 330, ORMOND BEACH, FL, 321743114
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 113 | $4.9M | $204,195 | $381,498 |
| 2023 | 111 | $4.0M | $207,690 | $371,512 |
| 2022 | 100 | $3.2M | $234,981 | $370,522 |
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 |
|---|---|---|---|---|
| GELLERRAGANS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GELLERRAGANS — 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 | $33,627 | $21,992 | $10,775 | — | — |
| 2023 | $26,287 | $17,702 | $7,725 | — | — |
| 2022 | $24,223 | $16,869 | $7,354 | — | — |