Plan Snapshot
- Plan Sponsor: Murfreesboro Medical Clinic, P.A.
- Sponsor EIN: 620864163
- Sponsor Address: 1272 GARRISON DRIVE, MURFREESBORO, TN, 37129
- Plan Type: 401(k)
- Total Participants: 734
- Total Assets: $107.9M
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 | 734 | $107.9M | $2.2M | $3.9M |
| 2023 | 681 | $95.2M | $3.8M | $3.6M |
| 2022 | 629 | $80.8M | $1.7M | $3.2M |
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 |
|---|---|---|---|---|
| DEMPSEY VANTREASE & FOLLIS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEMPSEY VANTREASE & FOLLIS, 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 | $267,311 | $127,325 | $139,986 | — | — |
| 2023 | $236,156 | $120,524 | $115,632 | — | — |
| 2022 | $236,508 | $121,798 | $114,710 | — | — |