Plan Snapshot
- Plan Sponsor: Adc Physicians, P.A.
- Sponsor EIN: 873770230
- Sponsor Address: 12221 MOPAC EXPRESSWAY - NORTH, AUSTIN, TX, 78758
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $89.4M
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 | 109 | $89.4M | $1.0M | $2.2M |
| 2023 | 107 | $81.7M | $1.0M | $2.1M |
| 2022 | 96 | $71.4M | $976,428 | $1.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $82,613 | — | $82,613 |
| ATCHLEY & ASSOCIATES, L.L.P | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- ATCHLEY & ASSOCIATES, L.L.P — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,613
- Estimated Expense Ratio: 0.092% of plan assets
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 | $82,613 | — | — | — | — |
| 2023 | $73,962 | — | — | — | — |
| 2022 | $82,544 | — | — | — | — |