Plan Snapshot
- Plan Sponsor: Specialists In Dermatology, P.L.L.C.
- Sponsor EIN: 860922947
- Sponsor Address: 2732 NORTH ALVERNON WAY, TUCSON, AZ, 85712
- Plan Type: DC
- Total Participants: 103
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 103 | $3.7M | $136,096 | $258,340 |
| 2023 | 68 | $3.2M | $139,039 | $265,795 |
| 2022 | 67 | $2.6M | $127,311 | $233,841 |
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 |
|---|---|---|---|---|
| LUDWIG KLEWER & RUDNER, PLLC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWIG KLEWER & RUDNER, PLLC — Independent Auditor
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 | — | — | — | — | — |
| 2023 | $13,349 | $6,728 | $6,621 | — | — |
| 2022 | $9,012 | $7,572 | $1,440 | — | — |