Plan Snapshot
- Plan Sponsor: Medf Physicians Corp.
- Sponsor EIN: 341957399
- Sponsor Address: 800 W MAIN ST, COLDWATER, OH, 45828
- Plan Type: 403(b)
- Total Participants: 197
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 197 | $13.0M | $53,564 | $1.1M |
| 2023 | 168 | $10.2M | $51,187 | $1.1M |
| 2022 | 154 | $7.4M | $36,836 | $860,415 |
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 |
|---|---|---|---|---|
| BLUE & CO. LLC | Auditor | — | — | $0 |
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 | $9,961 | $9,628 | $333 | — | — |
| 2023 | $7,495 | $1,655 | $5,840 | — | — |
| 2022 | $6,477 | — | $6,477 | — | — |