Plan Snapshot
- Plan Sponsor: Physicians Endoscopy, LLC
- Sponsor EIN: 911882702
- Sponsor Address: 6022 BLUE CIRCLE DRIVE, MINNETONKA, MN, 55343
- Plan Type: 401(k)
- Total Participants: 1,371
- Total Assets: $62.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,371 | $62.9M | $3.3M | $5.2M |
| 2023 | 1,488 | $54.8M | $3.0M | $4.8M |
| 2022 | 851 | $44.1M | $2.6M | $4.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVST INTNL OPRTN CO. LLC | RECORDKEEPER | $22,276 | — | $22,276 |
| BAKER TILLY US, LLP | AUDITOR | $5,934 | — | $5,934 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVST INTNL OPRTN CO. LLC — RECORDKEEPER
- BAKER TILLY US, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,210
- Estimated Expense Ratio: 0.045% 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 | $28,205 | — | — | $5,934 | — |
| 2023 | $209,492 | $46,900 | — | — | — |
| 2022 | $173,694 | — | — | — | — |