Plan Snapshot
- Plan Sponsor: Midwest Gastrointestinal Assoc., PC
- Sponsor EIN: 470772952
- Sponsor Address: 8901 INDIAN HILLS DRIVE, SUITE 200, OMAHA, NE, 68114
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $64.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 235 | $64.9M | $2.2M | $1.4M |
| 2023 | 232 | $55.6M | $2.1M | $1.3M |
| 2022 | 272 | $47.1M | $1.9M | $1.1M |
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 |
|---|---|---|---|---|
| BLAND & ASSOCIATES | 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 | $145,068 | $139,818 | — | — | — |
| 2023 | $130,110 | $124,396 | — | — | — |
| 2022 | $166,385 | $160,635 | — | — | — |