Plan Snapshot
- Plan Sponsor: General Physician, P.C.
- Sponsor EIN: 161460136
- Sponsor Address: 726 EXCHANGE STREET STE 710, BUFFALO, NY, 14210
- Plan Type: 401(k)
- Total Participants: 1,301
- Total Assets: $69.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,301 | $69.1M | $3.2M | $7.1M |
| 2023 | 1,238 | $56.9M | $3.0M | $6.4M |
| 2022 | 1,152 | $40.4M | $2.7M | $4.8M |
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 |
|---|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRONCONI SEGARRA & ASSOCIATES LLP — Auditor
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 | $179,746 | — | — | — | — |
| 2023 | $151,294 | — | $151,294 | — | — |
| 2022 | $144,486 | — | $143,446 | — | — |