# True North Medical Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/true-north-medical-group-llc-plan

> True North Medical Group LLC's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** True North Medical Group LLC

- **Sponsor EIN:** 825048740

- **Sponsor Address:** 2510 MARYLAND RD STE 210, NORTH WALES, PA, 19454

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

- **Total Participants:** 176

- **Total Assets:** $8.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|176|$8.2M|$230,212|$667,056|

| 2023|192|$7.0M|$132,044|$450,292|

| 2022|96|$1.3M|$0|$208,435|

## 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|

| MML INVESTORS SERVICES, LLC|ADVISOR|$38,301|—|$38,301|

| 401K GENERATION|CONTRACT ADMINISTRATOR|$17,114|—|$17,114|

| PAYCHEX, INC.|RECORDKEEPER|$12,073|—|$12,073|

### Verified Provider Profiles

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

- [MML INVESTORS SERVICES, LLC](https://planprovider.pro/provider/mml-investors-services-llc) — ADVISOR

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $67,488

- **Estimated Expense Ratio:** 0.826% 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|$67,598|$38,301|$29,297|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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