# Grand Valley Medical Specialist, PLC 401(k) Plan
Source: https://planprovider.pro/companies/grand-valley-medical-specialists-plc-plan

> Grand Valley Medical Specialist, PLC's 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grand Valley Medical Specialist, PLC

- **Sponsor EIN:** 382145264

- **Sponsor Address:** 2093 HEALTH DRIVE SW, WYOMING, MI, 49519

- **Plan Type:** 401(k)

- **Total Participants:** 68

- **Total Assets:** $15.9M

## 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|68|$15.9M|$356,380|$240,638|

| 2023|125|$14.8M|$492,427|$297,099|

| 2022|111|$12.6M|$574,665|$323,681|

## 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|

| MIDWEST CAPITAL ADVISORS, LLC|ADVISOR|$23,504|—|$23,504|

| YEO & YEO P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [YEO & YEO P.C.](https://planprovider.pro/provider/yeo-and-yeo-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,504

- **Estimated Expense Ratio:** 0.148% 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|$28,258|$23,504|$4,754|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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