Plan Snapshot
- Plan Sponsor: Epmed, P.A.
- Sponsor EIN: 264328214
- Sponsor Address: 3215 GATEWAY BLVD. WEST, EL PASO, TX, 79903
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $6.7M
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 | 108 | $6.7M | $267,316 | $214,380 |
| 2023 | 115 | $4.0M | $252,362 | $244,317 |
| 2022 | 133 | $3.1M | $456,617 | $287,622 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | RETAINED BY PLAN SPONSOR | $15,300 | — | $15,300 |
| LPL FINANCIAL | FINANCIAL ADVISOR | $8,108 | — | $8,108 |
| HARPER & PEARSON COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — RETAINED BY PLAN SPONSOR
- HARPER & PEARSON COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,408
- Estimated Expense Ratio: 0.350% 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 | $25,401 | $8,109 | $17,292 | — | — |
| 2023 | $9,253 | — | $9,253 | — | — |
| 2022 | $6,457 | — | $6,457 | — | — |