Plan Snapshot
- Plan Sponsor: Southeastern Retina Associates, PC
- Sponsor EIN: 621094813
- Sponsor Address: 9050 EXECUTIVE PARK DRIVE, KNOXVILLE, TN, 37923
- Plan Type: DB
- Total Participants: 240
- Total Assets: $13.2M
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 | 240 | $13.2M | $1.7M | $0 |
| 2023 | 217 | $12.4M | $1.8M | $0 |
| 2022 | 195 | $9.9M | $1.6M | $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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | 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 | $44,534 | $44,534 | — | — | — |
| 2023 | $36,545 | $36,545 | — | — | — |
| 2022 | $32,314 | $32,314 | — | — | — |