Plan Snapshot
- Plan Sponsor: Medlink Georgia, INC.
- Sponsor EIN: 581394645
- Sponsor Address: 11 CHARLIE MORRIS RD, COLBERT, GA, 30628
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 441 | $14.0M | $68,059 | $1.8M |
| 2023 | 420 | $11.6M | $551,473 | $1.8M |
| 2022 | 409 | $8.2M | $465,414 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $31,167 | — | $31,167 |
| BROAD STREET CAPITAL ADVISORS, LLC | Investment Advisor | $27,852 | — | $27,852 |
| ERISA SERVICE OF GEORGIA | Other Service Provider | $18,019 | — | $18,019 |
| ERISA SERVICES OF GA, LLC | Other Service Provider | $6,201 | — | $6,201 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | Investment Advisor | $5,678 | — | $5,678 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,917
- Estimated Expense Ratio: 0.636% 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 | $65,986 | — | $65,986 | — | — |
| 2023 | $69,405 | — | $69,405 | — | — |
| 2022 | $83,554 | — | $83,554 | — | — |