Plan Snapshot
- Plan Sponsor: Medical Forefronts Management Solutions, LLC
- Sponsor EIN: 450625736
- Sponsor Address: PO BOX 302828, AUSTIN, TX, 78703
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $6.6M
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 | 46 | $6.6M | $76,861 | $203,395 |
| 2023 | 81 | $6.1M | $205,595 | $302,150 |
| 2022 | 87 | $5.6M | $53,194 | $235,056 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, PC | 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 | $683,305 | — | $24,144 | — | — |
| 2023 | $26,474 | $21,474 | — | — | — |
| 2022 | $44,174 | $1,337 | — | — | — |