Plan Snapshot
- Plan Sponsor: Eric James Miller, M.D., P.A
- Sponsor EIN: 020721955
- Sponsor Address: 4100 DUVAL RD BLDG 3, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $8.0M
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. |
|---|---|---|---|---|
| 2024 | 159 | $8.0M | $295,068 | $557,431 |
| 2023 | 157 | $5.5M | $366,456 | $588,305 |
| 2022 | 147 | $3.8M | $225,383 | $582,399 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $17,445 | — | $17,445 |
| FAIRCOURT PARTNERS LLC | NONE | $12,609 | — | $12,609 |
| SIKICH CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SIKICH CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,054
- Estimated Expense Ratio: 0.374% 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 | $30,054 | $12,609 | $17,445 | — | — |
| 2023 | $22,983 | $8,324 | $14,659 | — | — |
| 2022 | $24,103 | $7,233 | $16,870 | — | — |