Plan Snapshot
- Plan Sponsor: Philadelphia Urgent Care Management, INC
- Sponsor EIN: 811422787
- Sponsor Address: 3356 ARAMINGO AVENUE, PHILADELPHIA, PA, 19134
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $2.8M
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 | 209 | $2.8M | $64,103 | $615,542 |
| 2023 | 193 | $2.3M | $48,336 | $500,452 |
| 2022 | 174 | $1.8M | $71,885 | $509,281 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES. LLP — 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 | $35,530 | $11,133 | $24,397 | — | — |
| 2023 | $25,748 | $9,694 | $16,054 | — | — |
| 2022 | $17,549 | $9,179 | $8,370 | — | — |