# Square Care Medical Group, LLP 401(k) Plan
Source: https://planprovider.pro/companies/square-care-medical-group-llp-401k-plan

> Square Care Medical Group, LLP's 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Square Care Medical Group, LLP

- **Sponsor EIN:** 202652680

- **Sponsor Address:** 900 MERCHANTS CONCOURSE, WESTBURY, NY, 11590

- **Plan Type:** 401(k)

- **Total Participants:** 223

- **Total Assets:** $28.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|223|$28.7M|$1.6M|$1.4M|

| 2023|259|$27.4M|$1.6M|$1.3M|

| 2022|263|$23.4M|$1.7M|$1.4M|

## 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|

| MVP PLAN ADMINISTRATORS, INC.|RECORDKEEPER|$45,813|—|$45,813|

| GORDON ASSET MANAGEMENT|ADVISOR|$18,500|—|$18,500|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|$6,015|—|$6,015|

| WILLIAMS OVERMAN PIERCE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GORDON ASSET MANAGEMENT](https://planprovider.pro/provider/gordon-asset-management-llc) — ADVISOR

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,328

- **Estimated Expense Ratio:** 0.245% 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|$70,696|$18,500|—|—|—|

| 2023|$65,546|$18,500|$42,485|—|—|

| 2022|$49,612|$18,500|$29,534|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/square-care-medical-group-llp-401k-plan)

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