Plan Snapshot
- Plan Sponsor: Medbridge Healthcare LLC
- Sponsor EIN: 342007361
- Sponsor Address: 536 OLD HOWELL ROAD, GREENVILLE, SC, 29615
- Plan Type: 401(k)
- Total Participants: 528
- Total Assets: $14.0M
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 | 528 | $14.0M | $151,753 | $1.2M |
| 2023 | 317 | $12.1M | $132,531 | $1.0M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $56,915 | — | $56,915 |
| THE HAYS FINANCIAL GROUP, LLC | INVESTMENT/FINANCIAL ADVI | $32,599 | — | $32,599 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- THE HAYS FINANCIAL GROUP, LLC — INVESTMENT/FINANCIAL ADVI
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,514
- Estimated Expense Ratio: 0.641% 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 | $89,515 | $32,599 | — | — | — |
| 2023 | $17,151 | — | — | — | — |