# Physician Affiliate Group Of New York, P.C. (Pagny) 401(k) Plan
Source: https://planprovider.pro/companies/physician-affiliate-group-of-new-york-p-c-pagny-401k-plan

> Physician Affiliate Group Of New York, P.C. (Pagny)'s 401(k) plan: 3,604 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Physician Affiliate Group Of New York, P.C. (Pagny)

- **Sponsor EIN:** 900603487

- **Sponsor Address:** 420 LEXINGTON AVE, NEW YORK, NY, 10170

- **Plan Type:** 401(k)

- **Total Participants:** 3,604

- **Total Assets:** $1.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|3,604|$1.3B|$43.3M|$49.2M|

| 2023|3,382|$1.1B|$40.2M|$45.9M|

| 2022|3,315|$901.7M|$37.0M|$41.0M|

## 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|

| MERCER INVESTMENTS LLC|CONSULTANT|$422,851|—|$422,851|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$225,626|—|$225,626|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $648,477

- **Estimated Expense Ratio:** 0.051% 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|$646,465|—|$1,500|—|—|

| 2023|$671,613|—|$1,500|—|—|

| 2022|$1,240,562|—|—|—|—|

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