Plan Snapshot
- Plan Sponsor: Liberty Doctors, LLC
- Sponsor EIN: 453367409
- Sponsor Address: 8761 DORCHESTER ROAD, NORTH CHARLESTON, SC, 29420
- Plan Type: 401(k)
- Total Participants: 315
- Total Assets: $5.9M
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 | 315 | $5.9M | $2,635 | $826,722 |
| 2023 | 252 | $4.9M | $369,426 | $664,443 |
| 2022 | 122 | $3.7M | $268,758 | $490,257 |
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 |
|---|---|---|---|---|
| DCPAS, LLC DBA DAVIS & COMPANY CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DCPAS, LLC DBA DAVIS & COMPANY CPAS — 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 | $11,185 | $2,560 | $7,750 | — | — |
| 2023 | $6,496 | — | — | — | — |
| 2022 | $5,423 | — | $5,423 | — | — |