# Privia Medical Group Indiana, LLC 401(k) Plan
Source: https://planprovider.pro/companies/elkhart-clinic-llc-401k-plan

> Privia Medical Group Indiana, LLC's 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$70,675|—|$70,675|

| 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](https://planprovider.pro/provider/kruggel-lawton-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,675

- **Estimated Expense Ratio:** 0.105% 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|$73,991|—|$73,991|—|—|

| 2023|$63,317|—|$63,317|—|—|

| 2022|$32,159|—|$32,159|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/elkhart-clinic-llc-401k-plan)

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