Plan Snapshot
- Plan Sponsor: Patriot Health Partners INC.
- Sponsor EIN: 841755108
- Sponsor Address: 55 BRIDGE STREET, MANCHESTER, NH, 03101
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $32.0M
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 | 350 | $32.0M | $1.3M | $2.0M |
| 2022 | 375 | $24.0M | $1.3M | $1.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $309,528 | — | $309,528 |
| COMPASS 360, LLC | Recordkeeper | $34,010 | $558 | $34,568 |
| SAMET & COMPANY PC | Auditor | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $349,096
- Estimated Expense Ratio: 1.091% 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 | $171,768 | — | $171,768 | — | — |
| 2022 | $153,940 | — | — | — | $153,940 |