Plan Snapshot
- Plan Sponsor: Bryn Mawr Medical Specialists Association
- Sponsor EIN: 231714249
- Sponsor Address: 825 OLD LANCASTER ROAD, BRYN MAWR, PA, 190103819
- Plan Type: 401(k)
- Total Participants: 484
- Total Assets: $140.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 484 | $140.0M | $4.7M | $2.6M |
| 2023 | 367 | $130.5M | $4.1M | $2.2M |
| 2022 | 329 | $117.9M | $3.7M | $2.0M |
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 |
|---|---|---|---|---|
| JOSEPH P. MELVIN COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOSEPH P. MELVIN COMPANY, LLC — Auditor
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 | $419,073 | $175,938 | $203,616 | — | — |
| 2023 | $402,829 | $118,691 | $248,132 | — | — |
| 2022 | $445,089 | $220,565 | $188,697 | — | — |