Plan Snapshot
- Plan Sponsor: Medicus It, LLC
- Sponsor EIN: 820781296
- Sponsor Address: 100 NORTH POINT CENTER EAST, ALPHARETTA, GA, 30022
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 304 | $10.1M | $573,153 | $1.3M |
| 2023 | 276 | $8.0M | $501,371 | $1.1M |
| 2022 | 261 | $5.4M | $395,212 | $936,048 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Other Service Provider | $10,333 | — | $10,333 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $8,993 | — | $8,993 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,326
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 |
|---|---|---|---|---|---|
| 2025 | $12,710,831 | — | $26,321 | — | — |
| 2024 | $19,325 | $10,333 | $8,992 | — | — |
| 2023 | $8,200 | — | $8,200 | — | — |
| 2022 | $999 | — | $999 | — | — |