Plan Snapshot
- Plan Sponsor: Charleston Gastroenterology Specialists, P.A.
- Sponsor EIN: 570965630
- Sponsor Address: 2001 2ND AVENUE SUITE 101, SUMMERVILLE, SC, 29486
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $21.6M
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 | 182 | $21.6M | $1.3M | $612,236 |
| 2023 | 176 | $18.9M | $1.1M | $578,319 |
| 2022 | 162 | $17.3M | $1.1M | $570,038 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $102,966 | — | $102,966 |
| RAYMOND JAMES FIN. SVS. ADVISORS | Investment Advisor | $50,624 | — | $50,624 |
| AMERIPRISE FINANCIAL | Investment Advisor | $21,106 | — | $21,106 |
| MY BENEFITS, LLC | Recordkeeper | $18,041 | — | $18,041 |
| WELLS FARGO ADVISORS | Investment Advisor | $11,572 | — | $11,572 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
- RAYMOND JAMES FIN. SVS. ADVISORS — Investment Advisor
- AMERIPRISE FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,309
- Estimated Expense Ratio: 0.948% 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 | $188,867 | — | — | — | — |
| 2023 | $1,400 | — | — | — | — |
| 2022 | $1,400 | — | $1,400 | — | — |