Plan Snapshot
- Plan Sponsor: The Md Group LLC
- Sponsor EIN: 161637149
- Sponsor Address: 333 LOWVILLE RD, RIO, WI, 539609437
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $22.8M
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 | 474 | $22.8M | $552,171 | $1.2M |
| 2023 | 485 | $19.7M | $578,551 | $1.3M |
| 2022 | 509 | $15.7M | $551,526 | $1.3M |
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 |
|---|---|---|---|---|
| MARTENS & COMPANY CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARTENS & COMPANY CPA LLP — 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 | $100,636 | $74,397 | $25,379 | — | — |
| 2023 | $102,125 | $60,438 | $40,827 | — | — |
| 2022 | $109,712 | $68,880 | $40,832 | — | — |