Plan Snapshot
- Plan Sponsor: Rheumatic Disease Associates, Ltd.
- Sponsor EIN: 232003199
- Sponsor Address: 2360 MARYLAND ROAD, WILLOW GROVE, PA, 19090
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $16.2M
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. |
|---|---|---|---|---|
| 2024 | 81 | $16.2M | $610,553 | $470,179 |
| 2023 | 147 | $13.7M | $566,978 | $469,457 |
| 2022 | 109 | $15.1M | $465,372 | $432,030 |
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 |
|---|---|---|---|---|
| KATHMERE CAPITAL MANAGEMENT | Investment Advisor | $19,414 | — | $19,414 |
| THE VANGUARD GROUP | Recordkeeper | $12,289 | — | $12,289 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,703
- Estimated Expense Ratio: 0.196% 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 | $39,629 | $18,415 | $19,414 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |