# Great Lakes Physicians, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/great-lakes-physician-p-c-401k-plan

> Great Lakes Physicians, P.C.'s 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Great Lakes Physicians, P.C.

- **Sponsor EIN:** 474319886

- **Sponsor Address:** 3085 HARLEM ROAD, CHEEKTOWAGA, NY, 14225

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

- **Total Participants:** 169

- **Total Assets:** $47.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|169|$47.9M|$2.1M|$1.7M|

| 2023|170|$43.0M|$1.9M|$1.6M|

| 2022|163|$34.9M|$1.7M|$1.3M|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$40,009|—|$40,009|

| LAWLEY RETIREMENT ADVISORS LLC|ADVISOR|$17,147|—|$17,147|

| DOPKINS & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DOPKINS & COMPANY, LLP](https://planprovider.pro/provider/dopkins-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,156

- **Estimated Expense Ratio:** 0.119% 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|$57,156|$17,147|$40,009|—|—|

| 2023|$59,545|—|—|—|—|

| 2022|$70,762|—|—|—|—|

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