Plan Snapshot
- Plan Sponsor: Affiliated Sante Group
- Sponsor EIN: 521729566
- Sponsor Address: 12200 TECH RD SUITE 330, SILVER SPRING, MD, 20904
- Plan Type: 403(b)
- Total Participants: 508
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 508 | $6.4M | $150,113 | $459,284 |
| 2023 | 460 | $5.8M | $174,650 | $490,405 |
| 2022 | 393 | $4.5M | $136,749 | $472,839 |
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 |
|---|---|---|---|---|
| GORFINE SCHILLER & GARDYN PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORFINE SCHILLER & GARDYN 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 | $16,265 | — | $16,265 | — | — |
| 2023 | $16,231 | — | $16,231 | — | — |
| 2022 | $17,279 | — | $17,279 | — | — |