# Triad Adult And Pediatric Medicine, INC. 401(k) Plan
Source: https://planprovider.pro/companies/triad-adult-and-pediatric-medicine-inc-401k-plan

> Triad Adult And Pediatric Medicine, INC.'s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/triad-adult-and-pediatric-medicine-inc-401k-plan)

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