# Physicians Alliance Of Connecticut, LLC 401(k) Plan
Source: https://planprovider.pro/companies/physicians-alliance-of-connecticut-llc-401k-plan

> Physicians Alliance Of Connecticut, LLC&#39;s 401(k) plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Physicians Alliance Of Connecticut, LLC

- **Sponsor EIN:** 454697579

- **Sponsor Address:** 322 EAST MAIN STREET, BRANFORD, CT, 06405

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

- **Total Participants:** 360

- **Total Assets:** $63.8M

## 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|360|$63.8M|$913,566|$2.8M|

| 2023|338|$54.0M|$2.0M|$2.6M|

| 2022|334|$44.1M|$1.8M|$2.3M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$90,844|—|$90,844|

| GLOBAL RETIREMENT PARTNERS, LLC|INVESTMENT ADVISOR|$48,240|—|$48,240|

| WHITTLESEY PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,084

- **Estimated Expense Ratio:** 0.218% 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|$139,084|$48,240|—|—|—|

| 2023|$50,796|$49,875|—|—|—|

| 2022|$116,538|$42,000|—|—|—|

## Similar Plans

- [Integrated Anesthesia Associates, LLC](https://planprovider.pro/companies/integrated-anesthesia-associates-llc-401k-plan) — 435 participants

- [Connecticut Gi, P.C.](https://planprovider.pro/companies/connecticut-gi-p-c-plan) — 459 participants

- [Radiology Services, LLC](https://planprovider.pro/companies/radiology-services-llc-401k-plan) — 492 participants

- [Connecticut Orthopaedic Specialists P.C.](https://planprovider.pro/companies/connecticut-orthopaedic-specialists-p-c-plan-002) — 648 participants

- [Starling Physicians, P.C.](https://planprovider.pro/companies/starling-p-c-401k-plan) — 822 participants

- [Visionary Eye Care Partners](https://planprovider.pro/companies/visionary-eye-care-partners-401k-plan) — 866 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/physicians-alliance-of-connecticut-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
