Original filing (PDF)20251014143022NAL0006333106001

TAMPA BAY TREATMENT ASSOCIATES, LLC

Name: TAMPA BAY TREATMENT ASSOCIATES, LLC — TAMPA BAY TREATMENT ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: TAMPA BAY TREATMENT ASSOCIATES, LLC

Form 5500

FILING_RECEIVED

TAMPA BAY TREATMENT ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

No ERISA fidelity bond~161 bps in Sched C fees

Active participants

273

Accounts w/ balance

318

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.
Total administrative cost in the bottom quartile of peers (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAMPA BAY TREATMENT ASSOCIATES, LLC.

Plan sponsor

Name

TAMPA BAY TREATMENT ASSOCIATES, LLC

EIN

83-3713245

Address

600 W. HILLSBORO BLVD. SUITE 300 · DEERFIELD BEACH, FL · 33441

Phone

(561) 866-8186

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VESTWELL	81-3062212	NEW YORK, NY	RECORDKEEPER	$3K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
JP MORGAN	—	NEW YORK, NY	NONE	$17K	—

Investments

22 direct securities· $1.2M(98% of reported assets)

Other securities

$1.0M

19 holdings

Mutual Funds

$180K

1 holding

U.S. Treasuries

$13K

1 holding

Common Stock

$2K

1 holding

					% of plan
JP Morgan JPMorgan Smart Retirement 2050 R6	Mutual Funds	—	—	$180K	14.4%
JP Morgan JPMorgan Smart Retirement 2035 R6	Other securities	—	—	$130K	10.4%
JP Morgan JPMorgan Smart Retirement 2045 R6	Other securities	—	—	$126K	10.0%
JP Morgan JPMorgan Smart Retirement 2040 R6	Other securities	—	—	$123K	9.8%
JP Morgan JPMorgan Smart Retirement 2055 R6	Other securities	—	—	$116K	9.3%
JP Morgan JPMorgan Equity Index R6	Other securities	—	—	$99K	7.9%
JP Morgan JPMorgan Smart Retirement 2060 R6	Other securities	—	—	$91K	7.3%
JP Morgan JPMorgan Smart Retirement 2025 R6	Other securities	—	—	$76K	6.0%
JP Morgan JPMorgan US Government MMkt Instl	Other securities	—	—	$65K	5.2%
JP Morgan JPMorgan Smart Retirement 2030 R6	Other securities	—	—	$61K	4.9%
JP Morgan JPMorgan Large Cap Growth R6	Other securities	—	—	$58K	4.6%
JP Morgan JPMorgan Smart Retirement 2020 R6	Other securities	—	—	$33K	2.6%
JP Morgan JPMorgan Core Bond R6	Other securities	—	—	$16K	1.2%
JP Morgan JPMorgan Government Bond R6	U.S. Treasuries	—	—	$13K	1.0%
JP Morgan JPMorgan US Mid Cap Growth R6	Other securities	—	—	$10K	0.8%
JP Morgan JPMorgan US Equity R6	Other securities	—	—	$9K	0.7%
JP Morgan JPMorgan Smart Retirement Income R6	Other securities	—	—	$5K	0.4%
JP Morgan JPMorgan Smart Retirement 2065 R6	Other securities	—	—	$3K	0.2%
JP Morgan JPMorgan Mid Cap Value R6	Other securities	—	—	$2K	0.2%
American Funds American Funds American High-Inc R6	Common Stock	—	—	$2K	0.2%
JP Morgan JPMorgan US Small Company R6	Other securities	—	—	$2K	0.2%
JP Morgan JP Morgan Equity Income R6	Other securities	—	—	$2K	0.1%