# Packard Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/packard-medical-group-inc-401k-plan

> Packard Medical Group, INC.'s 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Packard Medical Group, INC.

- **Sponsor EIN:** 352420096

- **Sponsor Address:** 750 WELCH ROAD, MC 5866, PALO ALTO, CA, 94304

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

- **Total Participants:** 201

- **Total Assets:** $102.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|201|$102.6M|$4.0M|$4.0M|

| 2023|163|$83.4M|$4.6M|$3.8M|

| 2022|163|$63.6M|$3.8M|$3.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,180|—|$29,180|

| AUDIT AND TAX SOLUTIONS CPAS, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [AUDIT AND TAX SOLUTIONS CPAS, INC.](https://planprovider.pro/provider/audit-and-tax-solutions-cpas-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,180

- **Estimated Expense Ratio:** 0.028% 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|$29,180|—|—|—|—|

| 2023|$20,514|—|—|—|—|

| 2022|$69,545|—|—|—|—|

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