Plan Snapshot
- Plan Sponsor: Margiotti & Kroll Pediatrics, P.C.
- Sponsor EIN: 233045289
- Sponsor Address: 4829 EAST STREET ROAD SUITE 100, TREVOSE, PA, 19053
- Plan Type: DC
- Total Participants: 80
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 80 | $8.1M | $180,088 | $326,323 |
| 2023 | 82 | $7.7M | $171,002 | $311,788 |
| 2022 | 87 | $6.4M | $158,043 | $242,885 |
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 |
|---|---|---|---|---|
| AVANTAX INVESTMENT SERVICES INC | INVESTMENT ADVISOR | $18,153 | — | $18,153 |
| STELMACK DOBRANSKY & EANNANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STELMACK DOBRANSKY & EANNANCE, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,153
- Estimated Expense Ratio: 0.224% of plan assets
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 | $1,103 | $1,103 | — | — | — |
| 2023 | $1,736 | $1,736 | — | — | — |
| 2022 | — | — | — | — | — |