Plan Snapshot
- Plan Sponsor: Pm Pediatrics Management Group, LLC
- Sponsor EIN: 331067457
- Sponsor Address: ONE HOLLOW LANE, NEW HYDE PARK, NY, 11042
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 0 | $0 | $1.0M | $4.2M |
| 2023 | 1,055 | $41.8M | $1.4M | $5.4M |
| 2022 | 975 | $31.0M | $1.4M | $5.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $472,298 | — | $472,298 |
| PARK AVENUE SECURITIES | OTHER SERVICES | — | $168,292 | $168,292 |
| ASSOCIATED PENSION CONSULTANTS, INC | CONTRACT ADMINISTRATOR | $16,490 | $33,898 | $50,388 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PARK AVENUE SECURITIES — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $690,978
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 | $211,655 | — | $211,655 | — | — |
| 2023 | $244,393 | — | $244,393 | — | — |
| 2022 | $194,569 | — | $194,569 | — | — |