# Richard Lee Averitte, Jr., PLLC Dba Affiliated Dermatology 401(k) Plan
Source: https://planprovider.pro/companies/richard-lee-averitte-jr-pllc-dba-affiliated-dermatology-plan

> Richard Lee Averitte, Jr., PLLC Dba Affiliated Dermatology's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Richard Lee Averitte, Jr., PLLC Dba Affiliated Dermatology

- **Sponsor EIN:** 743037351

- **Sponsor Address:** 20401 NORTH 73RD STREET, SUITE 230, SCOTTSDALE, AZ, 85255

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

- **Total Participants:** 148

- **Total Assets:** $8.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|148|$8.1M|$891,315|$693,350|

| 2023|169|$6.3M|$438,235|$622,378|

| 2022|170|$5.2M|$407,563|$573,238|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|$2,353|—|—|—|—|

| 2023|$38,688|$22,665|$12,822|—|—|

| 2022|$28,204|$19,041|$9,163|—|—|

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