Plan Snapshot
- Plan Sponsor: Piedmont Triad Anesthesia PA
- Sponsor EIN: 201394536
- Sponsor Address: 145 KIMEL PARK DRIVE, WINSTON SALEM, NC, 27103
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $40.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 65 | $40.6M | $1.7M | $1.1M |
| 2023 | 70 | $36.0M | $1.6M | $1.1M |
| 2022 | 69 | $36.3M | $1.4M | $1.0M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | 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 | $74,624 | $7,250 | $67,374 | — | — |
| 2023 | $83,875 | — | $65,875 | $18,000 | — |
| 2022 | $79,595 | — | $79,595 | — | — |