# Patientslikeme LLC 401(k) Plan
Source: https://planprovider.pro/companies/patientslikeme-llc-401k-plan

> Patientslikeme LLC's 401(k) plan: 31 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Patientslikeme LLC

- **Sponsor EIN:** 202310011

- **Sponsor Address:** 6 LIBERTY SQUARE, SUITE 2602, BOSTON, MA, 02109

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

- **Total Participants:** 31

- **Total Assets:** $5.3M

## 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.|

| 2023|31|$5.3M|$57,989|$220,163|

| 2022|31|$4.6M|$65,413|$238,861|

| 2018|155|$6.1M|$0|$0|

## 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|$25,952|—|$25,952|

| CARON & BLETZER, PLLC|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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,952

- **Estimated Expense Ratio:** 0.488% 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|

| 2023|$12,976|—|—|—|—|

| 2022|$13,979|—|—|—|—|

| 2018|$50|—|—|—|—|

## Similar Plans

- [Courtsmart Digital Systems INC.](https://planprovider.pro/companies/courtsmart-digital-systems-inc-plan) — 22 participants

- [Publishers International Linking Association, INC.](https://planprovider.pro/companies/publishers-international-linking-association-inc-401k-plan) — 19 participants

- [Advantage Data, INC.](https://planprovider.pro/companies/advantage-data-inc-plan) — 11 participants

- [Esai Power LLC](https://planprovider.pro/companies/esai-power-llc-401k-plan) — 11 participants

- [Skyword, INC.](https://planprovider.pro/companies/skyword-inc-401k-plan) — 54 participants

- [Lux Research, INC.](https://planprovider.pro/companies/lux-research-inc-401k-plan) — 54 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/patientslikeme-llc-401k-plan)

© 2026 PlanProvider.Pro