Plan Snapshot
- Plan Sponsor: Wake Emergency Physicians, P.A.
- Sponsor EIN: 561763695
- Sponsor Address: 210 TOWNE VILLAGE DRIVE, CARY, NC, 27513
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $170.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 272 | $170.2M | $6.2M | $4.8M |
| 2023 | 231 | $138.7M | $5.5M | $4.1M |
| 2022 | 222 | $112.8M | $5.0M | $3.5M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, P.L.L.C | Auditor | — | — | $0 |
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 | -$10,192 | — | — | — | — |
| 2023 | -$5,446 | — | — | — | — |
| 2022 | -$415 | — | — | — | — |