Plan Snapshot
- Plan Sponsor: Atlanta Women'S Health Group, P.C.
- Sponsor EIN: 582422542
- Sponsor Address: 5780 PEACHTREE-DUNWOODY RD, ATLANTA, GA, 30342
- Plan Type: 401(k)
- Total Participants: 717
- Total Assets: $137.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 717 | $137.4M | $865,981 | $4.9M |
| 2023 | 703 | $127.6M | $6.6M | $4.8M |
| 2022 | 621 | $105.2M | $5.8M | $4.2M |
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 |
|---|---|---|---|---|
| GIBISER & GIBISER CPA'S PC | 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 | $136,859 | $25,000 | $110,233 | — | — |
| 2023 | $401,227 | $25,000 | $376,227 | — | — |
| 2022 | $349,811 | $25,000 | $324,811 | — | — |