Plan Snapshot
- Plan Sponsor: Medical Anesthesia Group, P.A.
- Sponsor EIN: 620815135
- Sponsor Address: 6060 PRIMACY PARKWAY, SUITE 241, MEMPHIS, TN, 38119
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $110.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 69 | $110.9M | $1.1M | $1.1M |
| 2023 | 115 | $122.1M | $1.4M | $2.0M |
| 2022 | 127 | $118.5M | $2.8M | $2.0M |
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 |
|---|---|---|---|---|
| MERIDIAN TRUST & INVESTMENT COMPANY | Other Service Provider | $820,878 | — | $820,878 |
| EPIC ADVISORS, INC | Recordkeeper | $20,218 | — | $20,218 |
| RAYMOND JAMES & ASSOCIATES | Other Service Provider | $8,972 | — | $8,972 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC ADVISORS, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $850,068
- Estimated Expense Ratio: 0.767% 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 | $876,830 | $856,612 | $4,595 | — | — |
| 2023 | $532,997 | $511,540 | $4,042 | — | — |
| 2022 | $541,803 | $520,279 | $21,524 | — | — |