Plan Snapshot
- Plan Sponsor: Children'S Medical Group, P.C.
- Sponsor EIN: 581085890
- Sponsor Address: 1875 CENTURY BLVD. SUITE 150, ATLANTA, GA, 303453323
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $34.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 161 | $34.2M | $924,850 | $749,271 |
| 2023 | 158 | $29.1M | $906,408 | $681,844 |
| 2022 | 118 | $24.5M | $725,565 | $667,791 |
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 |
|---|---|---|---|---|
| RUBIO, CPA, P.C. | 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 | $164,348 | — | — | — | — |
| 2023 | $112,593 | $84,255 | — | — | — |
| 2022 | $150,064 | — | — | — | $150,064 |