# Patient First Corporation DC Plan
Source: https://planprovider.pro/companies/patient-first-corporation-plan-001

> Patient First Corporation's DC plan: 3,753 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patient First Corporation

- **Sponsor EIN:** 541353272

- **Sponsor Address:** 5000 COX ROAD, SUITE 100, GLEN ALLEN, VA, 23060

- **Plan Type:** DC

- **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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$345,828|—|$345,828|

| 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:** $345,828

- **Estimated Expense Ratio:** 0.121% 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|$341,035|—|$341,035|—|—|

| 2023|$324,374|—|$324,374|—|—|

| 2022|$338,164|—|$338,164|—|—|

## Similar Plans

- [Central Virginia Health Services, INC.](https://planprovider.pro/companies/central-virginia-health-services-inc-403b-plan) — 540 participants

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