# Margiotti & Kroll Pediatrics, P.C. DC Plan
Source: https://planprovider.pro/companies/margiotti-kroll-pediatrics-p-c-plan

> Margiotti & Kroll Pediatrics, P.C.'s DC plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/stelmack-dobransky-and-eannace-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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/margiotti-kroll-pediatrics-p-c-plan)

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