Plan Snapshot
- Plan Sponsor: John A. Shields, M.D. And Steven
- Sponsor EIN: 880152239
- Sponsor Address: 5423 RENO CORPORATE DRIVE, RENO, NV, 89511
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 97 | $10.6M | $755,954 | $393,900 |
| 2023 | 137 | $11.8M | $534,085 | $469,307 |
| 2022 | 101 | $12.5M | $502,507 | $380,663 |
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 |
|---|---|---|---|---|
| CBIZ | 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 | $99,545 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |