# Wake Internal Medicine Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wake-internal-medicine-consultants-inc-401k-plan

> Wake Internal Medicine Consultants, INC.'s 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wake Internal Medicine Consultants, INC.

- **Sponsor EIN:** 561231430

- **Sponsor Address:** 3237 BLUE RIDGE RD, RALEIGH, NC, 27612

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

- **Total Participants:** 152

- **Total Assets:** $45.9M

## 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|152|$45.9M|$1.3M|$807,384|

| 2023|142|$38.2M|$1.3M|$909,376|

| 2022|110|$33.6M|$1.3M|$809,233|

## 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|

| ASCENSUS LLC|NONE|$50,111|—|$50,111|

| CURI WEALTH MANAGEMENT LLC|NONE|$21,105|—|$21,105|

| CREATIVE PLANNING|NONE|$11,622|—|$11,622|

| BRC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — NONE

- [BRC](https://planprovider.pro/provider/bernard-robinson-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,838

- **Estimated Expense Ratio:** 0.181% 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|$82,838|$32,727|$50,111|—|—|

| 2023|$75,450|$28,129|$47,296|—|—|

| 2022|$74,408|$26,901|$47,507|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wake-internal-medicine-consultants-inc-401k-plan)

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