Plan Snapshot
- Plan Sponsor: Curtis V. Cooper Primary Healt
- Sponsor EIN: 581136296
- Sponsor Address: 106 EAST BROAD STREET, SAVANNAH, GA, 31401
- Plan Type: DC
- Total Participants: 228
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 228 | $5.7M | $316,018 | $0 |
| 2023 | 122 | $5.1M | $355,650 | $0 |
| 2022 | 130 | $4.8M | $282,212 | $0 |
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 |
|---|---|---|---|---|
| HOLLAND,BROMLEY,BARNHILL&BRETT,LLP | 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 | $21,320 | — | — | — | — |
| 2023 | $3,710 | $3,710 | — | — | — |
| 2022 | $4,186 | $4,186 | — | — | — |