Plan Snapshot
- Plan Sponsor: Memorial Mri & Diagnostic, PLLC
- Sponsor EIN: 760677442
- Sponsor Address: 11740 KATY FREEWAY - SUITE 1300, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 383
- Total Assets: $3.9M
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 | 383 | $3.9M | $280,077 | $488,551 |
| 2023 | 386 | $4.3M | $283,003 | $477,833 |
| 2022 | 362 | $3.0M | $267,039 | $426,954 |
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 |
|---|---|---|---|---|
| THE ARMSTRONG GROUP, PLLC | 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 | $16,934 | — | $16,934 | — | — |
| 2023 | $15,061 | — | $15,061 | — | — |
| 2022 | $13,745 | — | $13,745 | — | — |