Plan Snapshot
- Plan Sponsor: Instride Foot & Ankle Specialist PLLC
- Sponsor EIN: 300700851
- Sponsor Address: 1036 BRANCHVIEW DR NE, CONCORD, NC, 28025
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $15.4M
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 | 177 | $15.4M | $386,386 | $1.0M |
| 2023 | 187 | $18.1M | $395,289 | $1.1M |
| 2022 | 183 | $14.8M | $387,504 | $999,694 |
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 |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — 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 | $79,941 | $40,455 | $39,486 | — | — |
| 2023 | $88,056 | $38,108 | $49,923 | — | — |
| 2022 | $82,072 | $36,048 | $46,024 | — | — |