Plan Snapshot
- Plan Sponsor: Emergency Physicians Of Tidewater, P.L.C.
- Sponsor EIN: 541141362
- Sponsor Address: 6379 CENTER DRIVE, NORFOLK, VA, 23502
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $140.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 228 | $140.7M | $4.6M | $3.0M |
| 2023 | 159 | $118.9M | $4.1M | $2.5M |
| 2022 | 136 | $99.3M | $3.8M | $2.3M |
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 |
|---|---|---|---|---|
| ZUKERMAN & ASSOCIATE,LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $194,340 | $173,278 | — | — | — |
| 2023 | $164,958 | $143,041 | — | — | — |
| 2022 | $173,811 | $146,780 | — | — | — |