Plan Snapshot
- Plan Sponsor: Eastern Radiologists, INC.
- Sponsor EIN: 560994806
- Sponsor Address: 2101 W. ARLINGTON BLVD SUITE 210, GREENVILLE, NC, 27834
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $132.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 216 | $132.5M | $3.7M | $2.5M |
| 2023 | 219 | $113.4M | $3.4M | $2.3M |
| 2022 | 209 | $94.0M | $2.8M | $1.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $44,449 | — | $44,449 |
| CASCADES CAPITAL LLC | NONE | $42,965 | — | $42,965 |
| CAP FINANCIAL PARTNERS LLC | NONE | $24,000 | — | $24,000 |
| PHILLIPS FINANCIAL MANAGEMENT | NONE | $8,820 | — | $8,820 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,234
- Estimated Expense Ratio: 0.091% 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 | $122,272 | $79,393 | — | — | — |
| 2023 | $119,046 | $94,481 | $13,860 | — | — |
| 2022 | $117,260 | $98,172 | — | — | $12,600 |