Plan Snapshot
- Plan Sponsor: Highland Medical PC
- Sponsor EIN: 134034481
- Sponsor Address: 160 NORTH MIDLAND AVENUE, NYACK, NY, 10960
- Plan Type: DC
- Total Participants: 225
- Total Assets: $26.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 225 | $26.1M | $1.0M | $1.5M |
| 2023 | 207 | $22.4M | $947,306 | $1.5M |
| 2022 | 199 | $18.5M | $913,099 | $1.4M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, 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 | $40,839 | $7,500 | — | — | — |
| 2023 | $34,942 | $10,000 | — | — | — |
| 2022 | $36,494 | $10,000 | — | — | — |