Plan Snapshot
- Plan Sponsor: Carson Medical Group
- Sponsor EIN: 880133501
- Sponsor Address: 1946 OLD HOT SPRINGS ROAD, CARSON CITY, NV, 89706
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $36.9M
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 | 193 | $36.9M | $1.6M | $1.3M |
| 2023 | 134 | $32.9M | $1.4M | $1.1M |
| 2022 | 115 | $31.6M | $800,001 | $997,472 |
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 |
|---|---|---|---|---|
| DSR CPA AND CONSULTANTS | ACCOUNTANT/AUDITOR | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DSR CPA AND CONSULTANTS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.022% 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 | -$7,937 | $2,766 | — | $8,000 | — |
| 2023 | -$12,446 | $2,554 | — | $8,000 | — |
| 2022 | $3,547 | $1,522 | — | — | — |