Plan Snapshot
- Plan Sponsor: One Pediatrics, PLLC
- Sponsor EIN: 300774617
- Sponsor Address: 6425 BARDSTOWN RD., LOUISVILLE, KY, 40291
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $7.7M
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 | 44 | $7.7M | $116,052 | $110,806 |
| 2023 | 68 | $14.0M | $263,070 | $364,616 |
| 2022 | 137 | $15.5M | $598,420 | $483,603 |
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 |
|---|---|---|---|---|
| MATHERS & CO CPAS LLC | Auditor | $25,318 | — | $25,318 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $15,487 | — | $15,487 |
| KPP ADVISORY SERVICES | Investment Advisor | $13,171 | — | $13,171 |
| BENEFITS ADMINISTRATROS, LLC | Other Service Provider | $2,050 | $10,000 | $12,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATHERS & CO CPAS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,026
- Estimated Expense Ratio: 0.862% 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 | $58,498 | — | $58,498 | — | — |
| 2023 | $59,466 | — | $59,466 | — | — |
| 2022 | $43,849 | — | $43,849 | — | — |