Brevard Physician Associates 401(k) match, vesting and fees
What Brevard Physician Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Carr, Riggs & Ingram (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Brevard Physician Associates: employer contribution per participant | $11,726 | |
| Peer median | $1,468 |
| Brevard Physician Associates: average balance | $338,338 | |
| Peer median | $37,786 |
| Brevard Physician Associates: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $95.1M at the end of plan year 2021 to $121M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 388 | $121M | $4.2M | $11,726 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 367 | $101M | $4.4M | $13,432 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 335 | $77.6M | $4.1M | $13,437 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 314 | $95.1M | $4M | $13,414 | <0.01% | Not published | Form 5500 ↗ |
Other Brevard Physician Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Brevard Physician Associates, PLLC Market Based Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Brevard Physician Associates match 401(k) contributions?
The match terms for the Brevard Physician Associates 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $4.2M in employer contributions, about $11,726 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Brevard Physician Associates 401(k) match vested?
The vesting schedule for the Brevard Physician Associates 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brevard Physician Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Brevard Physician Associates, PLLC.
I left Brevard Physician Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Brevard Physician Associates, PLLC, (321) 837-3820) or the recordkeeper, Fid Inv Inst Ops Co. The Brevard Physician Associates old 401(k) page lists the contacts from every plan filing. Find an old Brevard Physician Associates 401(k)
Data from the public Form 5500 annual reports Brevard Physician Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Brevard Physician Associates. Not financial advice. Report a correction · Methodology