# Physicians & Surgeons Clinic Ob/Gyn, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/physicians-surgeons-clinic-ob-gyn-pllc-401k-plan

> Physicians & Surgeons Clinic Ob/Gyn, PLLC's 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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