Plan Snapshot
- Plan Sponsor: Wheelchair Transport Service, INC.
- Sponsor EIN: 591382621
- Sponsor Address: 14561 58TH STREET N., CLEARWATER, FL, 33760
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $2.3M
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 | 68 | $2.3M | $136,685 | $91,659 |
| 2023 | 69 | $2.0M | $106,916 | $96,314 |
| 2022 | 130 | $1.6M | $60,708 | $83,079 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | — | — | $0 |
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 | $2,776 | $1,659 | $37 | — | — |
| 2023 | $16,616 | $1,243 | $12,606 | — | — |
| 2022 | — | — | — | — | — |