Plan Snapshot
- Plan Sponsor: Pediatrics West, P.C.
- Sponsor EIN: 042623388
- Sponsor Address: 133 LITTLETON ROAD - SUITE 101, WESTFORD, MA, 018863198
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 138 | $14.2M | $362,753 | $645,012 |
| 2023 | 130 | $11.9M | $309,953 | $638,816 |
| 2022 | 129 | $10.0M | $365,467 | $630,832 |
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 |
|---|---|---|---|---|
| ANSTISS & CO., P.C. | Auditor | — | — | $0 |
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 | $830 | — | $830 | — | — |
| 2023 | $1,204 | — | $1,204 | — | — |
| 2022 | $987 | — | $987 | — | — |