Plan Snapshot
- Plan Sponsor: Mid-Atlantic Permanente Medical Group, PC
- Sponsor EIN: 521196226
- Sponsor Address: 700-B 2ND STREET NE, 5TH FLOOR, WASHINGTON, DC, 20002
- Plan Type: 401(k)
- Total Participants: 2,167
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,167 | $1.1B | $26.4M | $51.9M |
| 2023 | 2,118 | $955.6M | $24.1M | $49.6M |
| 2022 | 1,967 | $767.5M | $22.5M | $45.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $34,440 | — | $34,440 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,440
- Estimated Expense Ratio: 0.003% 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 | $27,325 | $316,059 | $300 | $34,440 | — |
| 2023 | $28,900 | $299,592 | $2,700 | $34,400 | — |
| 2022 | -$77,070 | $245,126 | — | — | — |