Plan Snapshot
- Plan Sponsor: Au Medical Associates
- Sponsor EIN: 580705892
- Sponsor Address: 1499 WALTON WAY, AUGUSTA, GA, 309012650
- Plan Type: DC
- Total Participants: 1,115
- Total Assets: $29.8M
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 | 1,115 | $29.8M | $0 | $0 |
| 2023 | 1,177 | $28.8M | $2.1M | $0 |
| 2022 | 217 | $24.9M | $1.2M | $0 |
| 2019 | 239 | $24.2M | $0 | $0 |
| 2018 | 335 | $22.4M | $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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM, LLC | 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 | $282 | — | $282 | — | — |
| 2023 | $4,712 | — | $4,712 | — | — |
| 2022 | $3,453 | — | $3,453 | — | — |
| 2019 | $8,099 | — | $8,099 | — | — |
| 2018 | $850 | — | $850 | — | — |