Plan Snapshot
- Plan Sponsor: Emergency Care Consultants, P.A.
- Sponsor EIN: 411722554
- Sponsor Address: 2829 UNIVERSITY AVE SE, STE. 730, MINNEAPOLIS, MN, 55414
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 446
- Total Assets: $131.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 446 | $131.7M | $0 | $0 |
| 2024 | 301 | $110.3M | $5.3M | $3.5M |
| 2023 | 244 | $88.1M | $4.9M | $3.4M |
| 2022 | 256 | $67.3M | $4.6M | $3.0M |
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 |
|---|---|---|---|---|
| NWPS | Recordkeeper | $34,631 | — | $34,631 |
| CHARLES SCHWAB BANK | Custodian / Trustee | $25,522 | — | $25,522 |
| STILES FINANCIAL | Investment Advisor | $23,901 | — | $23,901 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,054
- Estimated Expense Ratio: 0.064% 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 |
|---|---|---|---|---|---|
| 2025 | $4,978,380 | $23,901 | — | — | — |
| 2024 | $63,987 | — | — | — | — |
| 2023 | $55,463 | $55,463 | — | — | — |
| 2022 | $48,809 | $48,809 | — | — | — |