Plan Snapshot
- Plan Sponsor: Central Georgia Heart Center, PC
- Sponsor EIN: 581581693
- Sponsor Address: 1062 FORSYTH STREET, SUITE 1B, MACON, GA, 31201
- Plan Type: DC
- Total Participants: 137
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $11.0M | $797,840 | $481,031 |
| 2023 | 124 | $9.0M | $719,970 | $448,506 |
| 2022 | 109 | $7.4M | $647,425 | $392,166 |
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 |
|---|---|---|---|---|
| CLH CPAS, LLC. | 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 | $92,838 | — | $92,838 | — | — |
| 2023 | $81,748 | — | $81,748 | — | — |
| 2022 | $79,872 | — | $79,872 | — | — |