Plan Snapshot
- Plan Sponsor: Pediatric Health Care Associates, P.C.
- Sponsor EIN: 042942275
- Sponsor Address: 10 CENTENNIAL DRIVE, PEABODY, MA, 01960
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $24.0M
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 | 203 | $24.0M | $209,427 | $1.1M |
| 2023 | 234 | $20.2M | $191,937 | $998,597 |
| 2022 | 213 | $17.2M | $182,403 | $866,929 |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS. | NONE | $46,152 | — | $46,152 |
| THE VANGUARD GROUP, INC. | NONE | $25,164 | — | $25,164 |
| GRASSI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- GRASSI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,316
- Estimated Expense Ratio: 0.298% 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 | $71,316 | $46,152 | $25,164 | — | — |
| 2023 | $60,773 | $39,326 | $21,447 | — | — |
| 2022 | $64,046 | $39,816 | $24,230 | — | — |