# Raleigh Medical Group, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/raleigh-medical-group-p-a-401k-plan

> Raleigh Medical Group, P.A.'s 401(k) plan: 315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Raleigh Medical Group, P.A.

- **Sponsor EIN:** 561166754

- **Sponsor Address:** 3700 BARRETT DR, SUITE 300, RALEIGH, NC, 27609

- **Plan Type:** 401(k)

- **Total Participants:** 315

- **Total Assets:** $35.0M

## 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|315|$35.0M|$811,486|$1.5M|

| 2023|298|$32.0M|$770,298|$1.4M|

| 2022|251|$27.8M|$682,117|$1.3M|

## 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|

| NWPS|RECORDKEEPER|$34,881|—|$34,881|

| SOLLINDA CAPITAL MANAGEMENT|INVESTMENT ADVISOR|$28,667|—|$28,667|

| CURI CAPITAL|INVESTMENT ADVISOR|$24,098|—|$24,098|

| JOHNSON LAMBERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NWPS](https://planprovider.pro/provider/nwps) — RECORDKEEPER

- [JOHNSON LAMBERT LLP](https://planprovider.pro/provider/johnson-lambert-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,646

- **Estimated Expense Ratio:** 0.251% 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|$87,795|$52,764|—|—|—|

| 2023|$58,501|$53,625|—|—|—|

| 2022|$85,404|$10,750|—|—|$74,654|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/raleigh-medical-group-p-a-401k-plan)

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