Plan Snapshot
- Plan Sponsor: Dickson Medical Associates P.C.
- Sponsor EIN: 620811691
- Sponsor Address: 127 CRESTVIEW PARK DRIVE, DICKSON, TN, 37055
- Plan Type: DC
- Total Participants: 358
- Total Assets: $27.2M
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 | 358 | $27.2M | $1.7M | $1.0M |
| 2023 | 346 | $25.3M | $1.5M | $947,814 |
| 2022 | 277 | $20.9M | $1.3M | $848,183 |
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 |
|---|---|---|---|---|
| STRATOS WEALTH ADVISORS | Other Service Provider | $74,832 | — | $74,832 |
| ASCENSUS LLC | Other Service Provider | $38,748 | $741 | $39,489 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,321
- Estimated Expense Ratio: 0.420% of plan assets
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 | $113,580 | $74,832 | $38,748 | — | — |
| 2023 | $109,522 | $64,773 | $44,749 | — | — |
| 2022 | $110,983 | $69,614 | $41,369 | — | — |