Plan Snapshot
- Plan Sponsor: Southwest Regional Pcr, LLC D/B/A Microgendx
- Sponsor EIN: 261454419
- Sponsor Address: 5776 HOFFNER AVENUE, SUITE 203, ORLANDO, FL, 32822
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $4.0M
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 | 89 | $4.0M | $229,731 | $393,181 |
| 2023 | 107 | $3.8M | $148,897 | $520,719 |
| 2022 | 124 | $2.9M | $192,364 | $460,958 |
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 |
|---|---|---|---|---|
| ERIN M PERDUE, CPA, LLC | 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 | $29,661 | $13,975 | — | — | — |
| 2023 | $23,208 | $10,692 | — | — | — |
| 2022 | $12,914 | — | $12,914 | — | — |