Plan Snapshot
- Plan Sponsor: Privia Medical Group Indiana, LLC
- Sponsor EIN: 351911857
- Sponsor Address: 303 S NAPPANEE ST, ELKHART, IN, 465142066
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $67.2M
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 | 313 | $67.2M | $1.1M | $1.7M |
| 2023 | 323 | $60.4M | $1.3M | $1.6M |
| 2022 | 333 | $57.6M | $1.5M | $1.4M |
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 |
|---|---|---|---|---|
| KRUGGEL LAWTON & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL LAWTON & COMPANY, LLC — Auditor
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 | $73,991 | — | $73,991 | — | — |
| 2023 | $63,317 | — | $63,317 | — | — |
| 2022 | $32,159 | — | $32,159 | — | — |