Plan Snapshot
- Plan Sponsor: Gastroenterology Associates Of The Piedmont, PA
- Sponsor EIN: 561251665
- Sponsor Address: 1901 S. HAWTHORNE RD., SUITE 310, WINSTON-SALEM, NC, 27103
- Plan Type: DC
- Total Participants: 108
- Total Assets: $32.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | $32.2M | $1.1M | $593,829 |
| 2023 | 94 | $32.3M | $1.0M | $609,332 |
| 2022 | 93 | $28.9M | $1.0M | $578,292 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY, LLP — Auditor
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 | $51,022 | $51,022 | — | — | — |
| 2023 | $51,287 | — | — | — | — |
| 2022 | $53,890 | $53,352 | $538 | — | — |