Plan Snapshot
- Plan Sponsor: Mid-Atlantic Women'S Care, P.L.C.
- Sponsor EIN: 541820401
- Sponsor Address: 6353 CENTER DRIVE, NORFOLK, VA, 23502
- Plan Type: 401(k)
- Total Participants: 439
- Total Assets: $106.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 439 | $106.3M | $3.9M | $3.2M |
| 2023 | 467 | $105.1M | $4.0M | $3.2M |
| 2022 | 475 | $92.2M | $3.3M | $2.8M |
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 |
|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | Recordkeeper | $80,249 | — | $80,249 |
| GORDON ASSET MANAGEMENT | Investment Advisor | $18,500 | — | $18,500 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $17,630 | — | $17,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORDON ASSET MANAGEMENT — Investment Advisor
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,379
- Estimated Expense Ratio: 0.109% 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 | $115,977 | $18,500 | — | — | — |
| 2023 | $105,912 | $18,500 | $71,058 | — | — |
| 2022 | $103,743 | $20,536 | $69,154 | — | — |