# Pioneer Valley Cardiology, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/pioneer-valley-cardiology-p-c-plan-003

> Pioneer Valley Cardiology, P.C.'s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pioneer Valley Cardiology, P.C.

- **Sponsor EIN:** 042505412

- **Sponsor Address:** 2 MEDICAL CENTER DRIVE, SPRINGFIELD, MA, 01107

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

- **Total Participants:** 105

- **Total Assets:** $21.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|105|$21.2M|$824,614|$667,030|

| 2023|102|$20.4M|$765,846|$671,048|

| 2022|99|$19.0M|$696,301|$658,332|

## 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|

| NORTHWESTERN MUTUAL INVESTMENT SERV|OTHER SERVICES|—|$18,954|$18,954|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$13,662|—|$13,662|

| JIM HALLINAN PENSION|CONTACT ADMIN.|$7,285|$4,831|$12,116|

| WHITTLESEY PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL INVESTMENT SERV](https://planprovider.pro/provider/northwestern-mutual) — OTHER SERVICES

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,732

- **Estimated Expense Ratio:** 0.211% 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|$62,036|—|$62,036|—|—|

| 2023|$63,911|—|$63,911|—|—|

| 2022|$57,250|—|$57,250|—|—|

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