Plan Snapshot
- Plan Sponsor: Rowan Diagnostic Clinic, PA
- Sponsor EIN: 560988429
- Sponsor Address: 611 MOCKSVILLE AVENUE, SALISBURY, NC, 281442731
- Plan Type: 401(k)
- Total Participants: 74
- 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 | 74 | $16.2M | $469,021 | $424,692 |
| 2023 | 68 | $13.5M | $458,814 | $444,224 |
| 2022 | 69 | $11.9M | $582,175 | $513,864 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — 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 | $78,365 | — | — | — | — |
| 2023 | $66,734 | — | — | — | — |
| 2022 | $78,499 | — | — | — | $78,499 |