Plan Snapshot
- Plan Sponsor: Northwest Georgia Oncology Centers, P.C.
- Sponsor EIN: 581923818
- Sponsor Address: 531 ROSELANE STREET SUITE 650, MARIETTA, GA, 30060
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $35.4M
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 | 150 | $35.4M | $688,065 | $1.4M |
| 2023 | 128 | $31.6M | $618,440 | $1.3M |
| 2022 | 125 | $29.2M | $555,542 | $1.2M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $86,732 | $33,641 | $50,066 | — | — |
| 2023 | $76,564 | $29,126 | $44,988 | — | — |
| 2022 | $94,330 | $32,697 | $61,633 | — | — |