Plan Snapshot
- Plan Sponsor: Pediatric Partners Of Virginia, LLC
- Sponsor EIN: 462239316
- Sponsor Address: 9020 STONY POINT PARKWAY, RICHMOND, VA, 23235
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 29
- Total Assets: $38,279
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 29 | $38,279 | $322,749 | $137,836 |
| 2023 | 36 | $3,319 | $239,317 | $119,352 |
| 2022 | 40 | $29,703 | $258,488 | $121,387 |
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 |
|---|---|---|---|---|
| SIMA BENEFITS CONSULTING GROUP | Investment Advisor | $12,090 | — | $12,090 |
| THE BENECON GROUP | Investment Advisor | $11,828 | — | $11,828 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,918
- Estimated Expense Ratio: 62.483% 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 | $428,992 | — | — | — | — |
| 2023 | $401,651 | — | — | — | — |
| 2022 | $370,617 | — | — | — | — |