Plan Snapshot
- Plan Sponsor: Medical Care, PLLC
- Sponsor EIN: 263961750
- Sponsor Address: 1500 W ELK AVE, ELIZABETHTON, TN, 37643
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $9.2M
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 | 177 | $9.2M | $323,341 | $734,921 |
| 2023 | 181 | $7.5M | $334,480 | $737,931 |
| 2022 | 179 | $5.9M | $303,126 | $682,333 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & CO, LP | RIA | $25,475 | — | $25,475 |
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,475
- Estimated Expense Ratio: 0.278% 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 | $64,919 | $27,174 | $2,208 | — | — |
| 2023 | $51,443 | $21,021 | $1,425 | — | — |
| 2022 | $53,309 | — | — | — | $53,309 |