Plan Snapshot
- Plan Sponsor: Goldsboro Pediatrics, P.A.
- Sponsor EIN: 561249036
- Sponsor Address: 2706 MEDICAL OFFICE PLACE, GOLDSBORO, NC, 27534
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $33.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 86 | $33.4M | $742,673 | $475,396 |
| 2023 | 89 | $30.4M | $756,068 | $467,025 |
| 2022 | 75 | $26.4M | $751,560 | $450,206 |
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 |
|---|---|---|---|---|
| GREER WALKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREER WALKER — 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 | $153,839 | — | $150,401 | — | — |
| 2023 | $140,124 | — | $137,358 | — | — |
| 2022 | $145,435 | — | $145,435 | — | — |