Plan Snapshot
- Plan Sponsor: Pottstown Medical Specialists, INC
- Sponsor EIN: 232067171
- Sponsor Address: 351 W SCHUYLKILL ROAD COVENTRY SQUA, POTTSTOWN, PA, 19465
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 176 | $30.8M | $468,348 | $757,803 |
| 2023 | 149 | $27.3M | $466,361 | $731,600 |
| 2022 | 147 | $23.9M | $436,686 | $656,080 |
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 |
|---|---|---|---|---|
| MARION AND BLACK LLC | AUDITOR | $15,115 | — | $15,115 |
| MARION & BLACK, LLC | Auditor | $15,115 | — | $15,115 |
| SECURITIES AMERICA INC | BROKER/ADVISER | — | $10,321 | $10,321 |
| OSAIC WEALTH INC | BROKER/ADVISER | — | $7,089 | $7,089 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARION & BLACK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,640
- Estimated Expense Ratio: 0.154% 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 | $19,790 | $3 | $305 | $15,115 | — |
| 2023 | $19,779 | — | $4,799 | $14,880 | — |
| 2022 | $3,652 | — | $3,377 | — | — |