# Physician Healthcare Network, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/physician-healthcare-network-p-c-401k-plan

> Physician Healthcare Network, P.C.'s 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Physician Healthcare Network, P.C.

- **Sponsor EIN:** 383175658

- **Sponsor Address:** 3050 COMMERCE DRIVE, FORT GRATIOT, MI, 48059

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

- **Total Participants:** 139

- **Total Assets:** $20.2M

## 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|139|$20.2M|$441,113|$543,825|

| 2023|138|$18.8M|$0|$530,453|

| 2022|132|$16.4M|$149,484|$546,734|

## 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|

| HANTZ FINANCIAL SERVICES|Other Service Provider|$38,520|—|$38,520|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,496|—|$19,496|

| EQUITABLE ADVISORS LLC|ADVISOR|$14,489|—|$14,489|

| UHY 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

- [EQUITABLE ADVISORS LLC](https://planprovider.pro/provider/equitable) — ADVISOR

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,505

- **Estimated Expense Ratio:** 0.358% 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|$75,227|$14,489|—|—|—|

| 2023|$118,035|$115,228|—|—|—|

| 2022|$26,012|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/physician-healthcare-network-p-c-401k-plan)

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