Plan Snapshot
- Plan Sponsor: Doc Maintenance, INC.
- Sponsor EIN: 202048005
- Sponsor Address: 3695 CENTRE CIRCLE, FORT MILL, SC, 29715
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 341 | $6.4M | $429,224 | $731,473 |
| 2023 | 311 | $5.0M | $336,275 | $541,722 |
| 2022 | 298 | $3.8M | $265,611 | $416,324 |
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 |
|---|---|---|---|---|
| JONES GREGG FINANCIAL, LLC | INVESTMENT ADVISOR | $28,117 | — | $28,117 |
| EMPOWER ANNUITY INS. CO OF AMERICA | RECORDKEEPER | $16,764 | — | $16,764 |
| PENTEGRA SERVICES, INC. | CONTRACT ADMINISTRATOR | $5,290 | — | $5,290 |
| PARSONS CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PARSONS CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,171
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 |
|---|---|---|---|---|---|
| 2025 | $19 | — | — | — | — |
| 2024 | $44,599 | — | — | — | — |
| 2023 | $37,758 | — | — | — | — |
| 2022 | $21,191 | $17,413 | $3,778 | — | — |