# Bryn Mawr Medical Specialists Association 401(k) Plan
Source: https://planprovider.pro/companies/bryn-mawr-medical-specialists-association-401k-plan

> Bryn Mawr Medical Specialists Association's 401(k) plan: 484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BURKE GROUP|RECORDKEEPER|$203,616|—|$203,616|

| PRIME, BUCHOLTZ & ASSOCIATES|INVESTMENT ADVISOR|$175,938|—|$175,938|

| NEWPORT TRUST COMPANY|CUSTODIAN|$39,519|—|$39,519|

| JOSEPH P. MELVIN COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEWPORT TRUST COMPANY](https://planprovider.pro/provider/ktrade) — CUSTODIAN

- [JOSEPH P. MELVIN COMPANY, LLC](https://planprovider.pro/provider/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:** $419,073

- **Estimated Expense Ratio:** 0.299% 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|$419,073|$175,938|$203,616|—|—|

| 2023|$402,829|$118,691|$248,132|—|—|

| 2022|$445,089|$220,565|$188,697|—|—|

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