Plan Snapshot
- Plan Sponsor: Jefferson City Medical Group, P.C.
- Sponsor EIN: 430954586
- Sponsor Address: 1241 W STADIUM BLVD. STE. 1941, JEFFERSON CITY, MO, 65109
- Plan Type: 401(k)
- Total Participants: 531
- Total Assets: $113.1M
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 | 531 | $113.1M | $3.1M | $3.3M |
| 2023 | 504 | $100.2M | $3.2M | $3.2M |
| 2022 | 499 | $89.8M | $3.0M | $2.9M |
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 |
|---|---|---|---|---|
| WILLIAMS-KEEPERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS-KEEPERS, LLC — 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 | $185,128 | $67,208 | — | — | — |
| 2023 | $197,827 | $67,467 | — | — | — |
| 2022 | $217,747 | $95,531 | — | — | — |