Plan Snapshot
- Plan Sponsor: Primary Pediatrics, P.C.
- Sponsor EIN: 582409645
- Sponsor Address: 5300 BOWMAN ROAD, MACON, GA, 31201
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $12.4M | $351,233 | $562,600 |
| 2023 | 197 | $10.5M | $303,338 | $463,189 |
| 2022 | 237 | $8.8M | $281,177 | $430,729 |
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 |
|---|---|---|---|---|
| MCNAIR MCLEMORE MIDDLEBROOKS & CO | Auditor | $36,442 | — | $36,442 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,442
- Estimated Expense Ratio: 0.295% 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 | $36,442 | — | — | $36,442 | — |
| 2023 | $88,851 | $7,239 | $81,612 | — | — |
| 2022 | $82,080 | $3,241 | $78,074 | — | $765 |