Plan Snapshot
- Plan Sponsor: Heritage Medical Associates, P.C.
- Sponsor EIN: 621483206
- Sponsor Address: 222 22ND AVENUE NORTH, NASHVILLE, TN, 37203
- Plan Type: 401(k)
- Total Participants: 901
- Total Assets: $155.3M
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 | 901 | $155.3M | $5.8M | $5.9M |
| 2023 | 761 | $133.7M | $5.3M | $5.4M |
| 2022 | 700 | $111.2M | $4.8M | $4.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $61,621 | $27,229 | — | — | — |
| 2023 | $38,157 | $23,820 | — | — | — |
| 2022 | $55,199 | $18,949 | — | — | — |