Plan Snapshot
- Plan Sponsor: The Harbin Clinic, L.L.C.
- Sponsor EIN: 582234927
- Sponsor Address: 221 TECHNOLOGY PARKWAY, ROME, GA, 30165
- Plan Type: 401(k)
- Total Participants: 1,238
- Total Assets: $318.2M
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 | 1,238 | $318.2M | $7.5M | $5.5M |
| 2023 | 1,210 | $283.1M | $7.8M | $5.7M |
| 2022 | 1,164 | $256.9M | $7.2M | $5.4M |
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 |
|---|---|---|---|---|
| PYA, P. C. | 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 | $56,720 | — | — | — | — |
| 2023 | $47,706 | — | — | — | — |
| 2022 | $56,241 | — | — | — | — |