Plan Snapshot
- Plan Sponsor: Frederick Primary Care Associates PA
- Sponsor EIN: 521995720
- Sponsor Address: 610 SOLAREX COURT, FREDERICK, MD, 21703
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $21.7M
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 | 63 | $21.7M | $0 | $0 |
| 2023 | 75 | $22.8M | $0 | $0 |
| 2022 | 87 | $23.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | NONE | $44,351 | — | $44,351 |
| THE VANGUARD GROUP, INC. | NONE | $15,969 | — | $15,969 |
| LSWG, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- LSWG, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,320
- Estimated Expense Ratio: 0.278% 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 | $60,320 | $44,351 | $15,969 | — | — |
| 2023 | $62,012 | $47,487 | $14,525 | — | — |
| 2022 | $67,807 | $51,640 | $16,092 | — | — |