# Partnermd, LLC 401(k) Plan
Source: https://planprovider.pro/companies/partnermd-llc-401k-plan

> Partnermd, LLC's 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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