Plan Snapshot
- Plan Sponsor: Pchp Medical Services Organization, LLP
- Sponsor EIN: 030362571
- Sponsor Address: 600 BLAIR PARK ROAD, SUITE 285, WILLISTON, VT, 05495
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $22.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 157 | $22.9M | $439,339 | $1.1M |
| 2023 | 148 | $20.3M | $388,863 | $944,404 |
| 2022 | 169 | $16.6M | $319,161 | $851,328 |
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 |
|---|---|---|---|---|
| MCSOLEY MCCOY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCSOLEY MCCOY & CO. — Auditor
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 | $65,972 | $27,000 | — | — | — |
| 2023 | $58,572 | $27,000 | — | — | — |
| 2022 | $57,803 | — | $53,355 | — | $4,448 |