# Physician Partners Of America 401(k) Plan
Source: https://planprovider.pro/companies/physician-partners-of-america-900962715-001

> Physician Partners Of America's 401(k) plan: 446 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Physician Partners Of America

- **Sponsor EIN:** 900962715

- **Sponsor Address:** 504 NORTH REO STREET, TAMPA, FL, 33609

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

- **Plan Number:** 001

- **Total Participants:** 446

- **Total Assets:** $5.9M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|446|$5.9M|$0|$0|

| 2024|425|$4.6M|$0|$1.0M|

| 2023|413|$4.0M|$0|$931,357|

| 2022|468|$3.4M|$6,800|$904,845|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$33,080|—|$33,080|

| PRINCIPAL SECURITIES INC|Other Service Provider|—|$13,657|$13,657|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,737

- **Estimated Expense Ratio:** 0.799% 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|

| 2025|$631,606|—|$34,729|—|—|

| 2024|$30,788|—|$30,788|—|—|

| 2023|$25,124|—|$25,124|—|—|

| 2022|$75|—|—|—|—|

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