Plan Snapshot
- Plan Sponsor: Valdosta Family Medicine Associates, P.C.
- Sponsor EIN: 581844895
- Sponsor Address: 2412 NORTH OAK STREET, VALDOSTA, GA, 31602
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $15.1M
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 | 138 | $15.1M | $660,168 | $597,049 |
| 2023 | 140 | $15.3M | $617,428 | $552,919 |
| 2022 | 89 | $14.7M | $497,961 | $393,902 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $74,503 | $40,030 | $31,680 | — | — |
| 2023 | $2,257 | — | $550 | — | — |
| 2022 | $78,583 | $29,466 | $46,617 | — | — |