Plan Snapshot
- Plan Sponsor: Gastrointestinal Specialist Of Geor Gia, INC.
- Sponsor EIN: 582136821
- Sponsor Address: 711 CANTON RD NE, MARIETTA, GA, 30060
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $40.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 113 | $40.4M | $1.2M | $844,105 |
| 2023 | 123 | $35.3M | $785,492 | $1.2M |
| 2022 | 108 | $29.0M | $1.0M | $709,269 |
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 |
|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC | Investment Advisor | $45,710 | — | $45,710 |
| THE RETIREMENT PLAN COMPANY | Recordkeeper | $9,635 | $2,832 | $12,467 |
| SHEAKLEY | Recordkeeper | $5,224 | — | $5,224 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE RETIREMENT PLAN COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,401
- Estimated Expense Ratio: 0.157% 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 | $108,096 | $45,710 | $14,859 | — | — |
| 2023 | $125,984 | $34,100 | $7,713 | — | — |
| 2022 | $158,760 | $158,760 | — | — | — |