Plan Snapshot
- Plan Sponsor: Consensus Medical Group
- Sponsor EIN: 832124345
- Sponsor Address: 402 LIPPINCOTT DRIVE, MARLTON, NJ, 08053
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $587,061 | $1.5M |
| 2023 | 243 | $41.4M | $1.2M | $2.7M |
| 2022 | 219 | $26.6M | $739,225 | $944,222 |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | ADVISOR | $92,004 | — | $92,004 |
| KB FINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $51,768 | — | $51,768 |
| FIDELITY INVESTMENTS COMPANY, LLC | RECORDKEEPER | $39,750 | — | $39,750 |
| PRICE KUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS COMPANY, LLC — RECORDKEEPER
- PRICE KUBECKA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,522
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 | $65,864 | — | $65,864 | — | — |
| 2023 | $91,761 | — | $91,761 | — | — |
| 2022 | $12,627 | — | $12,627 | — | — |