Plan Snapshot
- Plan Sponsor: Mississippi Asthma & Allergy
- Sponsor EIN: 640793451
- Sponsor Address: 1513 LAKELAND DRIVE, SUITE 101, JACKSON, MS, 392164829
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 85 | $14.6M | $438,371 | $391,897 |
| 2023 | 54 | $12.5M | $348,281 | $308,287 |
| 2022 | 49 | $10.5M | $316,127 | $262,873 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $20,436 | — | $20,436 |
| CAPITAL GROUP | Recordkeeper | $8,069 | — | $8,069 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPITAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,505
- Estimated Expense Ratio: 0.195% 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 | $431,094 | — | $28,404 | — | — |
| 2023 | $408,973 | — | $22,735 | — | — |
| 2022 | $223,684 | — | — | — | — |