# Family Physicians Of Greeley, Professional L.L.P. 401(k) Plan
Source: https://planprovider.pro/companies/family-physicians-of-greeley-professional-l-l-p-401k-plan

> Family Physicians Of Greeley, Professional L.L.P.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Physicians Of Greeley, Professional L.L.P.

- **Sponsor EIN:** 840617514

- **Sponsor Address:** 6801 W. 20TH STREET., SUITE 101, GREELEY, CO, 806349640

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

- **Total Participants:** 107

- **Total Assets:** $24.6M

## 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|107|$24.6M|$518,812|$590,090|

| 2023|105|$23.6M|$433,325|$658,648|

| 2022|122|$20.5M|$708,534|$612,776|

## 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|

| MORGAN STANLEY|NONE|$32,082|—|$32,082|

| ANDERSON & WHITNEY, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,082

- **Estimated Expense Ratio:** 0.130% 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|$36,186|—|$36,186|—|—|

| 2023|$47,977|—|—|—|—|

| 2022|$49,720|—|$49,720|—|—|

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