Plan Snapshot
- Plan Sponsor: Memphis Obstetrics & Gynecological Assoc. P.C.
- Sponsor EIN: 621226101
- Sponsor Address: 8110 NORTH BROTHERS BLVD, #200, BARTLETT, TN, 38133
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $38.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 181 | $38.6M | $858,401 | $887,351 |
| 2023 | 186 | $36.7M | $799,189 | $789,208 |
| 2022 | 184 | $32.1M | $741,013 | $809,509 |
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 |
|---|---|---|---|---|
| WATKINS UIBERALL, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS UIBERALL, PLLC — Auditor
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 | $104,187 | — | $104,187 | — | — |
| 2023 | $97,620 | — | $97,620 | — | — |
| 2022 | $103,323 | — | $103,323 | — | — |