Plan Snapshot
- Plan Sponsor: Gastrointestinal Specialists, INC.
- Sponsor EIN: 541062007
- Sponsor Address: 2369 STAPLES MILL ROAD, RICHMOND, VA, 23230
- Plan Type: DC
- Total Participants: 73
- Total Assets: $29.8M
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 | 73 | $29.8M | $1.1M | $113,513 |
| 2023 | 80 | $30.9M | $1.3M | $147,348 |
| 2022 | 86 | $27.2M | $1.2M | $162,996 |
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 |
|---|---|---|---|---|
| HARRIS, HARDY & JOHNSTONE, P.C. | 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 | $1,925 | $10 | — | — | — |
| 2023 | $2,529 | $4 | $300 | — | — |
| 2022 | $2,715 | $602 | — | — | — |