Plan Snapshot
- Plan Sponsor: Cardiology Associates Of North Mississippi, P.A.
- Sponsor EIN: 640868337
- Sponsor Address: 499 GLOSTER CREEK VILLAGE, TUPELO, MS, 38801
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $59.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 189 | $59.2M | $372,463 | $1.2M |
| 2023 | 163 | $52.0M | $368,823 | $1.1M |
| 2022 | 163 | $45.4M | $332,921 | $975,271 |
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 |
|---|---|---|---|---|
| NAIL MCKINNEY, PA | 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 | $3,094 | — | — | — | — |
| 2023 | $3,250 | — | — | — | — |
| 2022 | -$20,894 | — | — | — | — |