Plan Snapshot
- Plan Sponsor: Medical Arts Office Services, INC.
- Sponsor EIN: 112705907
- Sponsor Address: 26 HARBOR PARK DRIVE, PORT WASHINGTON, NY, 11050
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $401,276 |
| 2022 | 343 | $9.9M | $106,771 | $1.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $61,702 | — | $61,702 |
| COMMONWEALTH FINANCIAL NETWORK | NONE | $11,881 | — | $11,881 |
| THE DOMAN GROUP | NONE | $6,090 | — | $6,090 |
| CREATIVE PLANNING | NONE | $5,974 | — | $5,974 |
| GRASSI & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- COMMONWEALTH FINANCIAL NETWORK — NONE
- CREATIVE PLANNING — NONE
- GRASSI & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,647
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 |
|---|---|---|---|---|---|
| 2023 | $28,817 | — | — | — | — |
| 2022 | $89,016 | — | — | — | — |