Plan Snapshot
- Plan Sponsor: North Atlanta Primary Care
- Sponsor EIN: 581896468
- Sponsor Address: 3400 C. OLD MILTON PKWY., STE. 270, ALPHARETTA, GA, 300054414
- Plan Type: 401(k)
- Total Participants: 786
- Total Assets: $22.1M
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 | 786 | $22.1M | $1.1M | $2.8M |
| 2023 | 691 | $16.9M | $1.1M | $2.5M |
| 2022 | 565 | $11.2M | $673,220 | $1.6M |
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 |
|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $33,448 | — | $33,448 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $21,579 | — | $21,579 |
| VENTURE VISIONARY PARTNERS LLC | Investment Advisor | $17,684 | — | $17,684 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | — | $10,076 | $10,076 |
| ASCENSUS INC. | Recordkeeper | — | $6,819 | $6,819 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUTUREPLAN BY ASCENSUS — Recordkeeper
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
- ASCENSUS INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,606
- Estimated Expense Ratio: 0.405% 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 | $103,718 | — | $103,718 | — | — |
| 2023 | $108,570 | — | $108,570 | — | — |
| 2022 | $92,588 | — | — | — | $92,588 |