Plan Snapshot
- Plan Sponsor: Genesis Ob/Gyn, P.C.
- Sponsor EIN: 261120011
- Sponsor Address: 2424 N. WYATT DR., TUCSON, AZ, 85712
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $32.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 222 | $32.7M | $1.6M | $1.3M |
| 2023 | 163 | $29.0M | $1.4M | $1.1M |
| 2022 | 144 | $25.1M | $1.1M | $938,136 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | ADVISOR | $60,449 | — | $60,449 |
| MVP PLAN ADMINISTRATORS, INC. | RECORDKEEPER | $44,234 | — | $44,234 |
| WILLIAMS OVERMAN PIERCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,683
- Estimated Expense Ratio: 0.320% 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 | $107,932 | $60,453 | — | — | — |
| 2023 | $95,726 | $56,271 | $37,316 | — | — |
| 2022 | $95,005 | $55,883 | $32,627 | — | — |