# Pioneer Spine And Sports Physicians P.C. 401(k) Plan
Source: https://planprovider.pro/companies/pioneer-spine-and-sports-physicians-p-c-401k-plan

> Pioneer Spine And Sports Physicians P.C.'s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pioneer Spine And Sports Physicians P.C.

- **Sponsor EIN:** 043034772

- **Sponsor Address:** 271 PARK STREET, WEST SPRINGFIELD, MA, 01089

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

- **Total Participants:** 91

- **Total Assets:** $19.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|91|$19.7M|$0|$404,590|

| 2023|82|$17.6M|$0|$429,145|

| 2022|78|$15.4M|$0|$452,720|

## 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|

| ROSENFIELD & CO., PLLC|Auditor|$70,716|—|$70,716|

| LINCOLN NATIONAL CORPORATION|RECORDKEEPER|$70,266|—|$70,266|

| COMPASS 360, LLC|RECORDKEEPER|$21,208|—|$21,208|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $162,190

- **Estimated Expense Ratio:** 0.821% 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|$88,371|$17,655|—|$70,716|—|

| 2023|$76,669|—|$76,669|—|—|

| 2022|$81,154|—|—|—|$81,154|

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