Plan Snapshot
- Plan Sponsor: Atlanta Gastroenterology Associates
- Sponsor EIN: 582238919
- Sponsor Address: 10 GLENLAKE PKWY, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 1,482
- Total Assets: $91.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,482 | $91.3M | $3.0M | $5.7M |
| 2023 | 1,090 | $76.9M | $3.1M | $5.7M |
| 2022 | 1,142 | $58.7M | $2.4M | $4.8M |
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 |
|---|---|---|---|---|
| MONTEREY FINANCIAL PARTNERS INC | Investment Advisor | $40,439 | — | $40,439 |
| ASCENSUS HOLDINGS INC | Other Service Provider | $29,886 | — | $29,886 |
| FRAZIER & DEETER LLC | Auditor | $26,000 | — | $26,000 |
| CAPFINANCIAL PARTNERS LLC | Investment Advisor | $24,750 | — | $24,750 |
| MONTEREY FINANCIAL PARTNERS, INC. | Other Service Provider | $19,114 | — | $19,114 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $10,350 | — | $10,350 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,565 | — | $7,565 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,104
- Estimated Expense Ratio: 0.173% 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 | $16,430 | — | $16,430 | — | — |
| 2023 | $9,359 | — | $9,359 | — | — |
| 2022 | $140 | — | — | — | $140 |