# Independent Physicians Resource, INC. 401(k) Plan
Source: https://planprovider.pro/companies/independent-physicians-resource-inc-401k-plan

> Independent Physicians Resource, INC.'s 401(k) plan: 1,606 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Independent Physicians Resource, INC.

- **Sponsor EIN:** 582287138

- **Sponsor Address:** 5665 NEW NORTHSIDE DRIVE, ATLANTA, GA, 30328

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

- **Total Participants:** 1,606

- **Total Assets:** $84.4M

## 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|1,606|$84.4M|$3.2M|$7.2M|

| 2023|1,255|$66.8M|$2.7M|$5.8M|

| 2022|1,151|$52.1M|$2.5M|$5.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$114,644|—|$114,644|

| ONEDIGITAL INVESTMENT AD|INVESTMENT ADVISORY|$101,250|—|$101,250|

| INDEPENDENT PHYSICIANS R|INVESTMENT ADVISORY|$17,000|—|$17,000|

| WINDHAM BRANNON LLC|ACCOUNTANT|$14,500|—|$14,500|

| FISHER INVESTMENTS|INV ADV, PARTICIPANTS|$14,056|—|$14,056|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT AD](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISORY

- [WINDHAM BRANNON LLC](https://planprovider.pro/provider/windham-brannon-llc) — ACCOUNTANT

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — INV ADV, PARTICIPANTS

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $261,450

- **Estimated Expense Ratio:** 0.310% 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|$261,837|$101,250|$114,644|$31,500|—|

| 2023|$87,962|—|$77,544|—|—|

| 2022|$134,235|$11,375|$99,831|—|$13,551|

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