Plan Snapshot
- Plan Sponsor: Southeastern Spine Institute
- Sponsor EIN: 320058385
- Sponsor Address: 1625 HOSPITAL DRIVE, MT. PLEASANT, SC, 29464
- Plan Type: DC
- Total Participants: 102
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 102 | $7.6M | $410,438 | $405,500 |
| 2023 | 81 | $8.0M | $262,021 | $416,089 |
| 2022 | 90 | $7.0M | $315,484 | $351,890 |
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 |
|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | ADVISOR | $18,669 | — | $18,669 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $16,647 | — | $16,647 |
| DCPAS, LLC DBA DAVIS & COMPANY CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EQUITABLE ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DCPAS, LLC DBA DAVIS & COMPANY CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,316
- Estimated Expense Ratio: 0.468% 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 | $35,316 | $18,669 | — | — | — |
| 2023 | $38,767 | $17,410 | — | $6,000 | — |
| 2022 | $45,312 | — | — | — | — |