# Carson Medical Group 401(k) Plan
Source: https://planprovider.pro/companies/carson-medical-group-401k-plan

> Carson Medical Group's 401(k) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/dsr-cpa-and-consultants-llc) — 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|—|—|—|

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