Plan Snapshot
- Plan Sponsor: Drs. Niamtu, Alexander, Keeney, Harris, Metzger & Dymon, P.C.
- Sponsor EIN: 541253627
- Sponsor Address: 11545 A NUCKOLS ROAD, GLEN ALLEN, VA, 23059
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $20.8M
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. |
|---|---|---|---|---|
| 2023 | 0 | $20.8M | $559,019 | $467,688 |
| 2022 | 71 | $18.1M | $596,652 | $435,934 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | Other Service Provider | $5,168 | — | $5,168 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,168
- Estimated Expense Ratio: 0.025% 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 |
|---|---|---|---|---|---|
| 2023 | $9,718 | $550 | — | — | — |
| 2022 | $3,563,223 | — | — | — | — |