Plan Snapshot
- Plan Sponsor: Gastroenterology Associates PA
- Sponsor EIN: 570669903
- Sponsor Address: 125 HALTON ROAD, GREENVILLE, SC, 29607
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $38.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 230 | $38.7M | $1.5M | $1.1M |
| 2023 | 232 | $31.5M | $1.4M | $1.1M |
| 2022 | 191 | $30.9M | $1.5M | $910,589 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $55,439 | — | $55,439 |
| ROYAL ALLIANCE ASSOCIATES, INC. | Investment Advisor | $54,122 | — | $54,122 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- ROYAL ALLIANCE ASSOCIATES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,561
- Estimated Expense Ratio: 0.283% 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 | $109,561 | $54,122 | — | — | — |
| 2023 | $752,189 | $677,858 | $34,131 | — | — |
| 2022 | $193,774 | $82,592 | $111,182 | — | — |