Plan Snapshot
- Plan Sponsor: Doc Corporate Group, LLC
- Sponsor EIN: 811370970
- Sponsor Address: 3300 DALLAS PARKWAY, PLANO, TX, 75093
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $3.3M
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 | 218 | $3.3M | $0 | $405,396 |
| 2023 | 240 | $3.2M | $0 | $540,587 |
| 2022 | 276 | $2.4M | $336,957 | $634,778 |
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 |
|---|---|---|---|---|
| GROW RASMUSSEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROW RASMUSSEN 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 | $18,008 | $9,467 | $8,541 | — | — |
| 2023 | $11,887 | $7,835 | $480 | — | — |
| 2022 | $8,308 | $6,008 | $2,300 | — | — |