Plan Snapshot
- Plan Sponsor: Muskegon Surgical Associates, P.C.
- Sponsor EIN: 381973203
- Sponsor Address: 1316 MERCY DRIVE, MUSKEGON, MI, 49444
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $24.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $24.4M | $990,260 | $732,818 |
| 2023 | 114 | $21.6M | $1.0M | $688,465 |
| 2022 | 113 | $18.6M | $930,338 | $562,084 |
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 |
|---|---|---|---|---|
| NOVOTNY CPA GROUP PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVOTNY CPA GROUP PLC — 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 | $3,131 | — | — | — | — |
| 2023 | $3,070 | — | — | — | — |
| 2022 | $4,320 | — | — | — | — |