Plan Snapshot
- Plan Sponsor: Charlotte Gastroenterology & Hepatology, PLLC
- Sponsor EIN: 562059693
- Sponsor Address: 13808 PROFESSIONAL CENTER DR., HUNTERSVILLE, NC, 28078
- Plan Type: DC
- Total Participants: 144
- Total Assets: $38.3M
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 | 144 | $38.3M | $1.5M | $945,940 |
| 2023 | 144 | $32.3M | $1.3M | $963,586 |
| 2022 | 135 | $30.0M | $1.3M | $863,605 |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD | 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 | $134,237 | — | $134,237 | — | — |
| 2023 | $135,985 | — | $135,985 | — | — |
| 2022 | $135,875 | — | $135,875 | — | — |