Plan Snapshot
- Plan Sponsor: Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical Group
- Sponsor EIN: 371206525
- Sponsor Address: 1025 MAINE STREET, QUINCY, IL, 62301
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $1.8M |
| 2022 | 872 | $157.8M | $5.6M | $5.4M |
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 |
|---|---|---|---|---|
| CWM, LLC | ADVISOR | $59,756 | — | $59,756 |
| IPI WEALTH MANAGEMENT INC | ADVISOR | $20,421 | — | $20,421 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CWM, LLC — ADVISOR
- IPI WEALTH MANAGEMENT INC — ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,177
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 |
|---|---|---|---|---|---|
| 2023 | $87,129 | — | $87,129 | — | — |
| 2022 | $83,188 | — | $83,188 | — | — |