# Theoria Medical PLLC 401(k) Plan
Source: https://planprovider.pro/companies/theoria-medical-pllc-401k-plan

> Theoria Medical PLLC's 401(k) plan: 561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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