Plan Snapshot
- Plan Sponsor: Cardiology Center Of Amarillo, LLP
- Sponsor EIN: 200241221
- Sponsor Address: 6200 I-40 WEST, AMARILLO, TX, 79106
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 111 | $24.9M | $684,213 | $413,376 |
| 2023 | 122 | $21.5M | $721,633 | $413,893 |
| 2022 | 104 | $17.4M | $612,277 | $240,703 |
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 |
|---|---|---|---|---|
| JOHNSON & SHELDON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON & SHELDON PLLC — 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 | $54,471 | $23,163 | — | — | — |
| 2023 | $38,831 | $17,639 | — | — | — |
| 2022 | $40,811 | $2,048 | $38,497 | — | $266 |