Plan Snapshot
- Plan Sponsor: Annapolis Pediatrics, P.A.
- Sponsor EIN: 522167433
- Sponsor Address: 200 FORBES STREET, ANNAPOLIS, MD, 21401
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $206,332 | $324,906 |
| 2022 | 111 | $8.2M | $164,075 | $727,766 |
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 |
|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MANAGEME | INVESTMENT/FINANCIAL ADVI | $22,062 | — | $22,062 |
| ADP, INC. | RECORD KEEPER | $16,929 | — | $16,929 |
| ELLIN & TUCKER | ACCOUNTANT | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORNERSTONE ADVISORS ASSET MANAGEME — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- ELLIN & TUCKER — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,491
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 |
|---|---|---|---|---|---|
| 2023 | $62,736 | — | — | — | — |
| 2022 | $48,492 | — | — | — | — |