Plan Snapshot
- Plan Sponsor: Gem State Radiology LLP
- Sponsor EIN: 826041596
- Sponsor Address: 877 W MAIN ST STE 603, BOISE, ID, 837026070
- Plan Type: DC
- Total Participants: 138
- Total Assets: $30.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 138 | $30.9M | $1.6M | $1.0M |
| 2023 | 135 | $31.1M | $1.6M | $988,338 |
| 2022 | 129 | $36.8M | $1.6M | $952,115 |
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 |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | INVESTMENT ADVISOR | $58,673 | — | $58,673 |
| RBC WEALTH MANAGEMENT | INVESTMENT ADVISOR | $40,127 | — | $40,127 |
| RAYMOND JAMES & ASSOCIATES INC | INVESTMENT ADVISOR | $7,719 | — | $7,719 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — INVESTMENT ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,519
- Estimated Expense Ratio: 0.345% 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 | $102,332 | $99,362 | $2,970 | — | — |
| 2023 | $218,129 | $213,854 | $4,275 | — | — |
| 2022 | $191,652 | $188,872 | $2,780 | — | — |