Plan Snapshot
- Plan Sponsor: Jeffers, Mann & Artman Pediatric
- Sponsor EIN: 562146753
- Sponsor Address: 2406 BLUE RIDGE ROAD, RALEIGH, NC, 27607
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 149 | $27.2M | $856,984 | $1.1M |
| 2023 | 129 | $22.7M | $799,652 | $934,174 |
| 2022 | 117 | $18.1M | $806,394 | $850,518 |
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 |
|---|---|---|---|---|
| BATCHELOR, TILLERY, & ROBERTS, LLP | 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 | $94,996 | $59,749 | — | — | — |
| 2023 | $77,345 | $48,618 | — | — | — |
| 2022 | $71,230 | — | — | — | — |