Plan Snapshot
- Plan Sponsor: Medic Ems
- Sponsor EIN: 421186903
- Sponsor Address: 1204 E HIGH ST, DAVENPORT, IA, 528032436
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 0 | $0 | $51,092 | $0 |
| 2023 | 102 | $14.0M | $364,544 | $498,903 |
| 2022 | 127 | $12.3M | $429,113 | $434,226 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $109,496 | — | $109,496 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | — | $64,496 | $64,496 |
| CARPENTIER, MITCHELL, GODDARD & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,992
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 | $18,279 | — | $18,279 | — | — |
| 2023 | $54,748 | — | $54,748 | — | — |
| 2022 | $50,059 | — | $50,059 | — | — |