# Cardiology Consultants Of Philadelphia, PC 401(k) Plan
Source: https://planprovider.pro/companies/cardiology-consultants-of-philadelphia-p-c-401k-plan

> Cardiology Consultants Of Philadelphia, PC's 401(k) plan: 755 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cardiology Consultants Of Philadelphia, PC

- **Sponsor EIN:** 232076152

- **Sponsor Address:** 207 NORTH BROAD STREET, PHILADELPHIA, PA, 191071500

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

- **Total Participants:** 755

- **Total Assets:** $217.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|755|$217.6M|$6.9M|$5.3M|

| 2023|683|$209.5M|$5.8M|$5.0M|

| 2022|663|$178.5M|$5.7M|$4.6M|

## 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|

| THE CATANELLA INSTITUTIONAL CONSULT|ADVISOR|$176,527|—|$176,527|

| NEWPORT GROUP, INC.|RECORDKEEPER|$127,809|—|$127,809|

| NEWPORT TRUST COMPANY|TRUSTEE|$39,503|—|$39,503|

| SKLAR CARMOSIN & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE CATANELLA INSTITUTIONAL CONSULT](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $343,839

- **Estimated Expense Ratio:** 0.158% 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|$343,839|$176,527|—|—|—|

| 2023|$307,303|$147,016|—|—|—|

| 2022|$396,566|$158,384|$221,822|—|$16,360|

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