Plan Snapshot
- Plan Sponsor: Skin Cancer & Cosmetic Dermatology
- Sponsor EIN: 582441933
- Sponsor Address: 1107 MEMORIAL DRIVE STE 201, DALTON, GA, 307208662
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 214 | $8.5M | $392,843 | $666,553 |
| 2023 | 203 | $7.2M | $284,806 | $665,365 |
| 2022 | 203 | $5.6M | $282,545 | $639,582 |
| 2020 | 233 | $4.4M | $0 | $0 |
| 2019 | 227 | $3.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | ADVISOR | $29,706 | — | $29,706 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $15,988 | — | $15,988 |
| TRINITY PENSION CONSULTANTS, INC. | TPA | $6,120 | — | $6,120 |
| HHM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,814
- Estimated Expense Ratio: 0.611% 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 | $47,369 | — | $47,369 | — | — |
| 2023 | $29,549 | — | $29,549 | — | — |
| 2022 | $24,032 | — | $24,032 | — | — |
| 2020 | $26,567 | $17,258 | $9,309 | — | — |
| 2019 | $15,218 | $8,809 | $6,409 | — | — |