# Eagle Physicians And Associates, P.A 401(k) Plan
Source: https://planprovider.pro/companies/eagle-physicians-and-associates-p-a-561847193-001

> Eagle Physicians And Associates, P.A's 401(k) plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eagle Physicians And Associates, P.A

- **Sponsor EIN:** 561847193

- **Sponsor Address:** 324 WEST WENDOVER AVENUE SUITE 211, GREENSBORO, NC, 27408

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 377

- **Total Assets:** $82.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|377|$82.4M|$2.5M|$2.5M|

| 2023|419|$87.5M|$2.7M|$2.3M|

| 2022|395|$71.9M|$2.5M|$2.2M|

## 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|

| UBS FINANCIAL SERVICES INC|Investment Advisor|$62,502|—|$62,502|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$60,918|—|$60,918|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/ubs-financial-services-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $123,420

- **Estimated Expense Ratio:** 0.150% 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|$123,420|$62,502|—|—|—|

| 2023|$96,405|$50,000|—|—|—|

| 2022|$86,926|—|$86,926|—|—|

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