Plan Snapshot
- Plan Sponsor: University Of St. Augustine For Health Sciences, LLC
- Sponsor EIN: 593166042
- Sponsor Address: 800 S. DOUGLAS ROAD, NORTH TOWER, CORAL GABLES, FL, 33134
- Plan Type: 401(k)
- Total Participants: 994
- Total Assets: $37.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 994 | $37.8M | $1.4M | $4.7M |
| 2023 | 1,004 | $30.4M | $1.4M | $4.6M |
| 2022 | 1,031 | $21.4M | $1.2M | $4.3M |
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 |
|---|---|---|---|---|
| SYMPHONA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMPHONA, 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 | $95,102 | $251 | $94,851 | — | — |
| 2023 | $68,527 | — | $68,527 | — | — |
| 2022 | $43,091 | — | $43,091 | — | — |