# Pchp Medical Services Organization, LLP 401(k) Plan
Source: https://planprovider.pro/companies/pchp-medical-services-organization-401k-plan

> Pchp Medical Services Organization, LLP's 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/mcsoley-mccoy-and-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|

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