Plan Snapshot
- Plan Sponsor: Physicians & Surgeons Clinic Ob/Gyn, PLLC
- Sponsor EIN: 640645887
- Sponsor Address: 900 EARL FRYE BLVD., SUITE A, AMORY, MS, 38821
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $13.0M
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 | 77 | $13.0M | $394,222 | $450,853 |
| 2023 | 83 | $12.0M | $586,745 | $444,685 |
| 2022 | 80 | $9.8M | $534,086 | $453,708 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | FINANCIAL ADVISOR | $37,054 | — | $37,054 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORD KEEPER | $20,728 | — | $20,728 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,782
- Estimated Expense Ratio: 0.444% 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 | $58,907 | $58,907 | — | — | — |
| 2023 | $46,707 | $46,707 | — | — | — |
| 2022 | $45,076 | — | — | — | $45,076 |