Plan Snapshot
- Plan Sponsor: Triad Adult And Pediatric Medicine, INC.
- Sponsor EIN: 561991438
- Sponsor Address: 300 W. NORTHWOOD STREET, GREENSBORO, NC, 27410
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 105 | $2.8M | $137,612 | $257,033 |
| 2023 | 86 | $2.3M | $100,226 | $215,785 |
| 2022 | 88 | $2.0M | $104,626 | $244,037 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | RECORDKEEPER | $14,810 | — | $14,810 |
| EDWARD D. JONES & CO., L.P. | INVESTMENT ADVISOR | $7,211 | — | $7,211 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,021
- Estimated Expense Ratio: 0.790% 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 | $31,119 | $7,692 | $8,617 | — | — |
| 2023 | $28,652 | $6,461 | $9,372 | — | — |
| 2022 | $22,766 | — | — | — | $22,766 |