Plan Snapshot
- Plan Sponsor: Ob-Gyn Associates Of Erie, P.C.
- Sponsor EIN: 251653555
- Sponsor Address: 100 PEACH STREET, ERIE, PA, 16507
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $17.4M | $424,038 | $890,443 |
| 2023 | 141 | $20.8M | $374,249 | $795,130 |
| 2022 | 129 | $18.4M | $341,231 | $741,512 |
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 |
|---|---|---|---|---|
| SCHAFFNER, KNIGHT, MINNAUGH & CO. | 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 | $109,763 | $34,961 | — | — | — |
| 2023 | $89,427 | $33,356 | — | — | — |
| 2022 | $101,168 | — | — | — | $101,168 |