Plan Snapshot
- Plan Sponsor: Integrated Medical Group, P.C.
- Sponsor EIN: 232867417
- Sponsor Address: 82 TUNNEL ROAD, POTTSVILLE, PA, 17901
- Plan Type: DC
- Total Participants: 244
- Total Assets: $70.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 244 | $70.5M | $1.4M | $1.3M |
| 2023 | 241 | $63.9M | $1.6M | $1.3M |
| 2022 | 245 | $56.0M | $1.6M | $1.3M |
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 |
|---|---|---|---|---|
| JONES & COMPANY | Auditor | — | — | $0 |
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 | $7,339 | — | $7,339 | — | — |
| 2023 | $27,655 | — | $6,655 | — | — |
| 2022 | $9,319 | — | $9,244 | — | — |