# Heritage Medical Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/heritage-medical-associates-p-c-401k-plan

> Heritage Medical Associates, P.C.'s 401(k) plan: 901 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$34,479|—|$34,479|

| STRATEGIC ADVISORS, INC.|ADVISOR|$27,229|—|$27,229|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $61,708

- **Estimated Expense Ratio:** 0.040% 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|$61,621|$27,229|—|—|—|

| 2023|$38,157|$23,820|—|—|—|

| 2022|$55,199|$18,949|—|—|—|

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