# Sidney Smith, M.D., P.A. 401(k) Plan
Source: https://planprovider.pro/companies/sidney-p-smith-m-d-p-a-plan

> Sidney Smith, M.D., P.A.'s 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sidney Smith, M.D., P.A.

- **Sponsor EIN:** 582149083

- **Sponsor Address:** 900 MOHAWK STREET, SAVANNAH, GA, 31419

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

- **Total Participants:** 97

- **Total Assets:** $5.9M

## 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:** No

## Plan Financials by Year

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

| 2024|97|$5.9M|$247,224|$126,312|

| 2023|142|$4.7M|$202,928|$69,040|

| 2022|110|$3.9M|$201,769|$65,910|

## 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|

| BATES & CARTER|Auditor|—|—|$0|

## 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|$15,000|$11,208|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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