Plan Snapshot
- Plan Sponsor: Partnermd, LLC
- Sponsor EIN: 352187337
- Sponsor Address: 7001 FOREST AVE STE 302, RICHMOND, VA, 23226
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $17.3M
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 | 163 | $17.3M | $530,812 | $1.2M |
| 2023 | 143 | $16.4M | $489,099 | $1.1M |
| 2022 | 146 | $13.4M | $460,857 | $1.0M |
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 |
|---|---|---|---|---|
| KEITER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $63,213 | $35,393 | — | — | — |
| 2023 | $53,225 | $29,371 | — | — | — |
| 2022 | $55,048 | — | $55,048 | — | — |