# Gem State Radiology LLP DC Plan
Source: https://planprovider.pro/companies/gem-state-radiology-plan-002

> Gem State Radiology LLP's DC plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Ada West Dermatology, INC.](https://planprovider.pro/companies/ada-west-dermatology-inc-plan-003) — 136 participants

- [Digestive Health Clinic, LLC](https://planprovider.pro/companies/digestive-health-clinic-llc-plan) — 129 participants

- [Idaho Urologic Institute, P.A.](https://planprovider.pro/companies/idaho-urologic-institute-p-a-plan) — 123 participants

- [Anesthesia Associates Of Boise](https://planprovider.pro/companies/anesthesia-associates-of-boise-plan-003) — 161 participants

- [Anesthesia Associates Of Boise](https://planprovider.pro/companies/anesthesia-associates-of-boise-401k-plan) — 161 participants

- [Gem State Radiology LLP](https://planprovider.pro/companies/gem-state-radiology-plan-005) — 110 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gem-state-radiology-plan-002)

© 2026 PlanProvider.Pro