# Allergy Associates, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/allergy-associates-p-a-401k-plan-003

> Allergy Associates, P.A.'s 401(k) plan: 281 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allergy Associates, P.A.

- **Sponsor EIN:** 620863368

- **Sponsor Address:** 6701 BAUM DRIVE, KNOXVILLE, TN, 37919

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

- **Total Participants:** 281

- **Total Assets:** $19.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|281|$19.9M|$0|$0|

| 2023|293|$16.3M|$0|$0|

## 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|

| PUGH CPAS|Auditor|—|—|$0|

## 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|$7,000|—|$6,437|—|—|

| 2023|$6,847|—|$6,557|—|$290|

## Similar Plans

- [Elite Sports Medicine And Orthopaedic Center, PLC](https://planprovider.pro/companies/elite-sports-medicine-and-orthopaedic-center-plc-401k-plan) — 290 participants

- [Bone And Joint Institute Of Tennessee INC.](https://planprovider.pro/companies/bone-and-joint-institute-of-tennessee-inc-403b-plan) — 298 participants

- [Watauga Orthopaedics, PLC](https://planprovider.pro/companies/watauga-orthopaedics-plc-401k-plan) — 303 participants

- [Sp Practice Management, LLC](https://planprovider.pro/companies/sp-practice-management-llc-401k-plan) — 250 participants

- [Campbell Clinic, P.C.](https://planprovider.pro/companies/campbell-clinic-p-c-plan-003) — 248 participants

- [Southeastern Retina Associates, PC](https://planprovider.pro/companies/southeastern-retina-associates-pc-401k-plan) — 241 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allergy-associates-p-a-401k-plan-003)

© 2026 PlanProvider.Pro