Plan Snapshot
- Plan Sponsor: Physicians Organization At Ch, INC.
- Sponsor EIN: 043266103
- Sponsor Address: 300 LONGWOOD AVENUE, BOSTON, MA, 02115
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $287.7M
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 | 0 | $287.7M | $0 | $0 |
| 2023 | 0 | $354.4M | $0 | $0 |
| 2022 | 0 | $339.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT | Other Service Provider | $359,836 | — | $359,836 |
| GARDNER RUSSO GARDNER | Other Service Provider | $234,949 | — | $234,949 |
| BRIGHTSTAR CAPITAL PARTNERS | Other Service Provider | $94,850 | — | $94,850 |
| SUNRIDGE AGRIBUSINESS OPPORTUNITIES | Other Service Provider | $70,182 | — | $70,182 |
| ROBECO INVESTMENT MANAGEMENT | Other Service Provider | $67,185 | — | $67,185 |
| FLARE CAPITAL PARTNERS | Other Service Provider | $41,185 | — | $41,185 |
| UNION PARK CAPITAL | Other Service Provider | $28,909 | — | $28,909 |
| INSIGNIA VENTURE PARTNERS | Other Service Provider | $26,628 | — | $26,628 |
| WILL VENTURES FUND | Other Service Provider | $18,161 | — | $18,161 |
| ENERGY CAPITAL PARTNERS LLC | Other Service Provider | $8,501 | — | $8,501 |
| RS FEEDER FUNDS | Other Service Provider | $8,413 | — | $8,413 |
| JMC CAPITAL PARTNERS | Other Service Provider | $6,418 | — | $6,418 |
| PRIMARY VENTURE MANAGEMENT | Other Service Provider | $5,437 | — | $5,437 |
| OHANA REAL ESTATE INVESTORS | Other Service Provider | $5,197 | — | $5,197 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $975,851
- Estimated Expense Ratio: 0.339% 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 | $4,130,565 | $3,602,426 | — | $36,000 | — |
| 2023 | $3,701,497 | $3,083,742 | — | $26,775 | — |
| 2022 | $3,436,801 | $3,276,610 | — | — | — |