# Medical Management Professiona 401(k) Plan
Source: https://planprovider.pro/companies/medical-management-professiona-401k-plan

> Medical Management Professiona's 401(k) plan: 529 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medical Management Professiona

- **Sponsor EIN:** 455496440

- **Sponsor Address:** 304 WAINWRIGHT DR, NORTHBROOK, IL, 600621900

- **Plan Type:** 401(k)

- **Total Participants:** 529

- **Total Assets:** $3.5M

## 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|529|$3.5M|$0|$1.1M|

| 2023|460|$2.7M|$0|$888,098|

| 2022|347|$1.6M|$0|$672,347|

| 2020|303|$808,753|$0|$0|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$12,813|—|$12,813|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,813

- **Estimated Expense Ratio:** 0.363% 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|$14,977|$1,514|$12,603|—|—|

| 2023|$10,577|$996|$8,721|—|—|

| 2022|$7,747|$711|$7,036|—|—|

| 2020|$6,562|$206|$6,356|—|—|

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