# Medical Services Of America, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/medical-services-of-america-inc-540950139-501

> Medical Services Of America, INC.'s Health & Welfare plan: 974 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medical Services Of America, INC.

- **Sponsor EIN:** 540950139

- **Sponsor Address:** 171 A MONROE LANE, LEXINGTON, SC, 29072

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 974

- **Total Assets:** $245,515

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|974|$245,515|$10.1M|$5.6M|

| 2023|1,016|$489,280|$8.6M|$5.6M|

| 2022|962|$150,398|$2.8M|$1.4M|

## 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|

| BC/BS OF SOUTH CAROLINA|Other Service Provider|$289,757|—|$289,757|

| LOCKTON|Investment Advisor|$165,000|—|$165,000|

| SCOTT & COMPANY|Auditor|$6,500|—|$6,500|

### Verified Provider Profiles

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

- [LOCKTON](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [SCOTT & COMPANY](https://planprovider.pro/provider/scott-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $461,257

- **Estimated Expense Ratio:** 187.873% 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|$471,630|—|$289,757|—|—|

| 2023|$429,052|—|$246,399|—|—|

| 2022|$133,664|—|$64,914|—|$68,750|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/medical-services-of-america-inc-540950139-501)

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