Plan Snapshot
- Plan Sponsor: Theoria Medical PLLC
- Sponsor EIN: 830826814
- Sponsor Address: 41800 W 11 MILE RD STE 109, NOVI, MI, 483751818
- Plan Type: 401(k)
- Total Participants: 561
- Total Assets: $4.1M
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 | 561 | $4.1M | $521,759 | $1.3M |
| 2023 | 314 | $2.8M | $378,129 | $957,506 |
| 2022 | 271 | $1.9M | $259,936 | $764,262 |
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 |
|---|---|---|---|---|
| JJRPA | 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 | $9,332 | $1,525 | $6,947 | — | — |
| 2023 | $17,263 | $1,158 | $15,245 | — | — |
| 2022 | $5,547 | — | $5,547 | — | — |