# Shock Trauma Associates, P.A. 403(b) Plan
Source: https://planprovider.pro/companies/shock-trauma-associates-p-a-521119350-001

> Shock Trauma Associates, P.A.'s 403(b) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shock Trauma Associates, P.A.

- **Sponsor EIN:** 521119350

- **Sponsor Address:** 11 S. PACA STREET, SUITE 500, BALTIMORE, MD, 21201

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 86

- **Total Assets:** $19.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|86|$19.0M|$374,286|$159,312|

| 2023|90|$19.5M|$382,976|$168,656|

| 2022|84|$16.6M|$339,308|$174,808|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$6,997|—|$6,997|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,997

- **Estimated Expense Ratio:** 0.037% 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|$6,997|—|—|—|—|

| 2023|$6,581|—|—|—|—|

| 2022|$6,733|—|$2,263|—|—|

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