Plan Snapshot
- Plan Sponsor: Gastrointestinal Associates, P.C.
- Sponsor EIN: 620863523
- Sponsor Address: 1311 DOWELL SPRINGS BLVD, KNOXVILLE, TN, 37909
- Plan Type: DC
- Total Participants: 148
- Total Assets: $25.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $25.7M | $993,339 | $699,411 |
| 2023 | 142 | $28.1M | $903,260 | $626,173 |
| 2022 | 127 | $23.4M | $836,179 | $606,734 |
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 |
|---|---|---|---|---|
| WOODALL GROUP | 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 | $68,422 | $23,000 | $12,215 | — | — |
| 2023 | $63,897 | $23,000 | $5,792 | — | — |
| 2022 | $51,878 | $23,001 | $10,589 | — | $18,288 |