Plan Snapshot
- Plan Sponsor: Gastroenterology Associates
- Sponsor EIN: 621348249
- Sponsor Address: 135 WEST RAVINE ROAD, SUITE 3A, KINGSPORT, TN, 37660
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $29.5M
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 | 111 | $29.5M | $599,135 | $529,898 |
| 2023 | 105 | $27.3M | $1.0M | $602,242 |
| 2022 | 112 | $23.5M | $598,407 | $549,270 |
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 |
|---|---|---|---|---|
| BLACKBURN, CHILDERS & STEAGALL, PLC | 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 | $7,885 | — | $7,885 | — | — |
| 2023 | $15,061 | — | $15,061 | — | — |
| 2022 | $8,780 | — | $8,780 | — | — |