Plan Snapshot
- Plan Sponsor: Capital Internal Medicine Associates PC
- Sponsor EIN: 382334827
- Sponsor Address: 3955 PATIENT CARE WAY, LANSING, MI, 489114299
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 178 | $12.9M | $337,076 | $721,731 |
| 2023 | 169 | $11.6M | $374,582 | $797,217 |
| 2022 | 170 | $9.2M | $391,491 | $777,031 |
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 |
|---|---|---|---|---|
| CWWM LLC | INVESTMENT ADVISOR | $40,417 | — | $40,417 |
| CAPITAL RESEARCH AND MANAGEMENT CO | RECORDKEEPER | $15,458 | — | $15,458 |
| MANER COSTERISAN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANER COSTERISAN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,875
- Estimated Expense Ratio: 0.435% 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 | $55,050 | — | $2,475 | — | — |
| 2023 | $45,571 | — | $2,550 | — | — |
| 2022 | $45,990 | — | $45,990 | — | — |