Diabetes & Geriatrics Specialist, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Diabetes & Geriatrics Specialist, LLC
  • Sponsor EIN: 208313872
  • Sponsor Address: 117 N. HICKORY AVE., SUITE 200, COOKEVILLE, TN, 385014502
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $2.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$2.2M$37,436$60,000
20234$1.9M$134,720$0
20224$1.5M$0$0

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