Plan Snapshot
- Plan Sponsor: Medcare South, LLC
- Sponsor EIN: 201353960
- Sponsor Address: 900 CIRCLE 75 PARKWAY, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $15.4M
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 | 166 | $15.4M | $0 | $306,498 |
| 2023 | 284 | $15.3M | $0 | $399,880 |
| 2022 | 330 | $14.4M | -$5 | $450,897 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $56,890 | — | $56,890 |
| PENSIONMARK FINANCIAL GROUP | INVESTMENT ADVISOR | $38,189 | — | $38,189 |
| WINDHAM BRANNON LLC | AUDITOR | $16,250 | — | $16,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- WINDHAM BRANNON LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,329
- Estimated Expense Ratio: 0.724% 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 | $111,329 | $38,189 | — | $16,250 | — |
| 2023 | $111,632 | $36,371 | — | $16,250 | — |
| 2022 | $121,091 | $38,973 | — | — | $25,500 |