Plan Snapshot
- Plan Sponsor: The Children'S Medical Group, PLLC
- Sponsor EIN: 161515571
- Sponsor Address: 301 MANCHESTER RD, POUGHKEEPSIE, NY, 12603
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $235,276 | $274,767 |
| 2022 | 85 | $14.9M | $498,043 | $450,109 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | Investment Advisor | $26,742 | — | $26,742 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $21,711 | — | $21,711 |
| MORGAN STANLEY GLOBAL | Investment Advisor | $10,332 | — | $10,332 |
| UB PENSIONS | Recordkeeper | $2,700 | $7,416 | $10,116 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL — Investment Advisor
- MORGAN STANLEY GLOBAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,901
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 |
|---|---|---|---|---|---|
| 2023 | $52,375 | $25,115 | $27,260 | — | — |
| 2022 | $61,534 | $37,072 | $24,462 | — | — |