# Whole Family Health Center, In 401(k) Plan
Source: https://planprovider.pro/companies/whole-family-health-center-inc-401k-plan

> Whole Family Health Center, In's 401(k) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whole Family Health Center, In

- **Sponsor EIN:** 650715258

- **Sponsor Address:** 827 18TH ST, VERO BEACH, FL, 329606481

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

- **Total Participants:** 197

- **Total Assets:** $6.8M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|197|$6.8M|$188,846|$720,858|

| 2023|197|$5.0M|$139,635|$605,094|

| 2022|98|$3.2M|$137,792|$481,393|

## 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|

| HSC/TUSCAN & COMPANY, PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HSC/TUSCAN & COMPANY, PA](https://planprovider.pro/provider/hsctuscan-and-company-pa) — 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|$865|—|—|—|—|

| 2023|$701|—|—|—|—|

| 2022|$841|—|—|—|—|

## Similar Plans

- [Florida Community Health Centers](https://planprovider.pro/companies/florida-community-health-centers-401k-plan) — 327 participants

- [Escambia Community Clinics, INC.](https://planprovider.pro/companies/escambia-community-clinics-inc-dba-community-health-northwest-flor-403b-plan) — 358 participants

- [United Vein Centers](https://planprovider.pro/companies/united-vein-centers-401k-plan) — 392 participants

- [Suncoast Community Health Centers, INC.](https://planprovider.pro/companies/suncoast-community-health-centers-inc-plan-001) — 455 participants

- [Suncoast Community Health Centers, INC.](https://planprovider.pro/companies/suncoast-community-health-centers-inc-plan-002) — 483 participants

- [Uvc Management, LLC Dba United Vein & Vascular Centers](https://planprovider.pro/companies/uvc-management-llc-dba-united-vein-vascular-centers-401k-plan) — 511 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whole-family-health-center-inc-401k-plan)

© 2026 PlanProvider.Pro