Plan Snapshot
- Plan Sponsor: Physicians East PA
- Sponsor EIN: 561968491
- Sponsor Address: 1850 W ARLINGTON BLVD, GREENVILLE, NC, 27834
- Plan Type: 401(k)
- Total Participants: 735
- Total Assets: $114.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 735 | $114.0M | $3.8M | $2.5M |
| 2023 | 503 | $106.5M | $3.9M | $2.5M |
| 2022 | 483 | $88.5M | $3.8M | $2.5M |
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 |
|---|---|---|---|---|
| SULLIVAN SHEARIN & COMPANY | 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 | $41,510 | $27,215 | — | — | — |
| 2023 | $49,011 | $83,869 | — | $16,000 | — |
| 2022 | $42,583 | $11,665 | — | — | — |