# Tri-City Cardiology Consultants, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/tri-city-cardiology-consultants-p-c-401k-plan

> Tri-City Cardiology Consultants, P.C.'s 401(k) plan: 292 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tri-City Cardiology Consultants, P.C.

- **Sponsor EIN:** 860516994

- **Sponsor Address:** 6343 EAST MAIN STREET, MESA, AZ, 85205

- **Plan Type:** 401(k)

- **Total Participants:** 292

- **Total Assets:** $44.9M

## 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|292|$44.9M|$1.9M|$1.3M|

| 2023|238|$36.6M|$1.7M|$1.1M|

| 2022|211|$29.2M|$1.3M|$915,805|

## 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|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|$15,000|—|$15,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,000

- **Estimated Expense Ratio:** 0.033% of plan assets

### 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|$115,150|$46,132|$54,018|$15,000|—|

| 2023|$94,571|$36,346|$43,223|$15,002|—|

| 2022|$87,167|—|—|—|$87,167|

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