Plan Snapshot
- Plan Sponsor: Gastroenterology Specialties, P.C.
- Sponsor EIN: 470717686
- Sponsor Address: 4545 R STREET, LINCOLN, NE, 68503
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $43.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $43.2M | $1.6M | $830,626 |
| 2023 | 121 | $38.2M | $1.4M | $714,347 |
| 2022 | 108 | $31.0M | $1.3M | $641,522 |
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 |
|---|---|---|---|---|
| DA DAVIDSON & CO | INVESTMENT ADVISOR | $26,306 | — | $26,306 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $17,399 | — | $17,399 |
| RYAN + MANN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RYAN + MANN LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,705
- Estimated Expense Ratio: 0.101% 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 | $91,387 | — | $91,387 | — | — |
| 2023 | $78,923 | — | — | — | — |
| 2022 | $76,057 | — | — | — | $76,057 |