Plan Snapshot
- Plan Sponsor: Patient First Corporation
- Sponsor EIN: 541353272
- Sponsor Address: 5000 COX ROAD, SUITE 100, GLEN ALLEN, VA, 23060
- Plan Type: 401(k)
- Total Participants: 3,753
- Total Assets: $286.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,753 | $286.3M | $6.7M | $20.7M |
| 2023 | 3,687 | $245.2M | $6.0M | $18.7M |
| 2022 | 4,673 | $197.5M | $5.9M | $17.6M |
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 |
|---|---|---|---|---|
| CLARKSON DAVID CPA PC | 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 | $341,035 | — | $341,035 | — | — |
| 2023 | $324,374 | — | $324,374 | — | — |
| 2022 | $338,164 | — | $338,164 | — | — |