Plan Snapshot
- Plan Sponsor: Loudon Medical Group, P.C.
- Sponsor EIN: 541988843
- Sponsor Address: 224-D CORNWALL STREET, N.W., LEESBURG, VA, 20176
- Plan Type: 401(k)
- Total Participants: 1,451
- Total Assets: $199.6M
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 | 1,451 | $199.6M | $5.9M | $9.0M |
| 2023 | 1,464 | $169.6M | $6.2M | $8.0M |
| 2022 | 1,346 | $136.9M | $6.6M | $7.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $318,168 | — | — | — | — |
| 2023 | $326,697 | — | — | — | — |
| 2022 | $310,980 | — | — | — | — |