Plan Snapshot
- Plan Sponsor: Digestive Health Specialists, P.A.
- Sponsor EIN: 561242980
- Sponsor Address: 195 KIMEL PARK DRIVE, WINSTON-SALEM, NC, 27103
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $24.3M
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 | 125 | $24.3M | $1.0M | $670,842 |
| 2023 | 117 | $20.9M | $880,283 | $622,948 |
| 2022 | 114 | $17.1M | $842,541 | $590,529 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY LLP — Auditor
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 | $44,693 | $33,289 | $2,300 | — | — |
| 2023 | $38,328 | — | $38,328 | — | — |
| 2022 | $32,394 | — | $32,394 | — | — |