Plan Snapshot
- Plan Sponsor: Physicians For Women'S Health, LLC
- Sponsor EIN: 061483728
- Sponsor Address: 175 CAPITAL BLVD., ROCKY HILL, CT, 06067
- Plan Type: DC
- Total Participants: 1,210
- Total Assets: $212.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,210 | $212.6M | $5.4M | $7.7M |
| 2023 | 1,093 | $198.7M | $5.0M | $7.0M |
| 2022 | 1,086 | $181.4M | $4.6M | $6.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO AMERIC | RECORDKEEPER | $279,014 | — | $279,014 |
| SUMMIT PLANNING GROUP | OTHER | $107,963 | — | $107,963 |
| FIDUCIENT ADVISORS | OTHER | $74,749 | — | $74,749 |
| THE PENSION SERVICE, INC. | OTHER | $30,590 | — | $30,590 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $492,316
- Estimated Expense Ratio: 0.232% 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 | $492,316 | — | $492,316 | — | — |
| 2023 | $387,641 | — | $282,456 | — | — |
| 2022 | $464,006 | — | — | — | — |