# Pottstown Medical Specialists, INC 401(k) Plan
Source: https://planprovider.pro/companies/pottstown-medical-specialists-inc-401k-plan

> Pottstown Medical Specialists, INC's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/marion-and-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|—|—|

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