Plan Snapshot
- Plan Sponsor: Truecore Behavioral Solutions, LLC
- Sponsor EIN: 541859903
- Sponsor Address: 1907 US HWY 301, TAMPA, FL, 33619
- Plan Type: 401(k)
- Total Participants: 515
- Total Assets: $2.7M
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 | 515 | $2.7M | $0 | $171,343 |
| 2023 | 802 | $3.5M | $0 | $276,698 |
| 2022 | 403 | $3.2M | $0 | $261,432 |
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 |
|---|---|---|---|---|
| LERROSARBEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LERROSARBEY, PLLC — 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 | $34,003 | — | $34,003 | — | — |
| 2023 | $48,686 | $981 | $17,897 | $7,875 | — |
| 2022 | $67,647 | $1,304 | $53,509 | — | $12,834 |