# Southeastern Spine Institute DC Plan
Source: https://planprovider.pro/companies/southeastern-spine-institute-plan

> Southeastern Spine Institute's DC plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/equitable) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DCPAS, LLC DBA DAVIS & COMPANY CPAS](https://planprovider.pro/provider/davis-law-llc) — 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|—|—|—|—|

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