# Pediatric Health Care Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/pediatric-health-care-associates-p-c-401k-plan

> Pediatric Health Care Associates, P.C.&#39;s 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [GRASSI](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — 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|—|—|

## Similar Plans

- [Healthcare South P.C.](https://planprovider.pro/companies/healthcare-south-p-c-401k-plan) — 190 participants

- [Middleton Family Medicine Urgent Care, LLC](https://planprovider.pro/companies/middleton-family-medicine-urgent-care-llc-401k-plan) — 174 participants

- [Manet Community Health Center INC](https://planprovider.pro/companies/manet-community-health-center-inc-403b-plan) — 167 participants

- [New England Orthopedic Surgeons, INC.](https://planprovider.pro/companies/new-england-orthopedic-surgeons-inc-plan-004) — 241 participants

- [Acton Medical Associates, P.C.](https://planprovider.pro/companies/acton-medical-associates-p-c-401k-plan) — 163 participants

- [Chmc Anesthesia Foundation, INC.](https://planprovider.pro/companies/chmc-anesthesia-foundation-inc-403b-plan) — 155 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pediatric-health-care-associates-p-c-401k-plan)

&copy; 2026 PlanProvider.Pro
