# Physicians Organization At Ch, INC. 401(k) Plan
Source: https://planprovider.pro/companies/physicians-organization-at-ch-inc-043266103-001

> Physicians Organization At Ch, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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