# Broadway Medical Clinic, LLP 401(k) Plan
Source: https://planprovider.pro/companies/broadway-medical-clinic-llp-401k-plan

> Broadway Medical Clinic, LLP's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Broadway Medical Clinic, LLP

- **Sponsor EIN:** 930399811

- **Sponsor Address:** 4212 NE BROADWAY, PORTLAND, OR, 97213

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

- **Total Participants:** 86

- **Total Assets:** $15.8M

## 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|86|$15.8M|$165,688|$490,677|

| 2023|99|$16.9M|$206,332|$552,243|

| 2022|106|$15.2M|$201,859|$546,747|

## 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|

| VAN BEEK & CO|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|$91,908|$62,978|$28,930|—|—|

| 2023|$92,760|$71,078|$21,682|—|—|

| 2022|$144,924|$118,661|$26,244|—|—|

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