Plan Snapshot
- Plan Sponsor: Commonwealth Primary Care, INC.
- Sponsor EIN: 540965697
- Sponsor Address: 1800 GLENSIDE DRIVE, SUITE 105A, RICHMOND, VA, 23226
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $41.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 211 | $41.7M | $1.4M | $1.2M |
| 2023 | 200 | $38.7M | $1.4M | $1.2M |
| 2022 | 203 | $33.3M | $1.5M | $1.1M |
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 |
|---|---|---|---|---|
| HARRIS, HARDY & JOHNSTONE, P.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 | $132,205 | $98,209 | $8,250 | — | — |
| 2023 | $132,840 | $99,495 | $11,700 | — | — |
| 2022 | $123,095 | $96,272 | $26,823 | — | — |