Plan Snapshot
- Plan Sponsor: Precision Medicine Group, LLC
- Sponsor EIN: 452969432
- Sponsor Address: 2 BETHESDA METRO CENTER, BETHESDA, MD, 208145398
- Plan Type: 401(k)
- Total Participants: 2,174
- Total Assets: $230.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,174 | $230.7M | $9.3M | $21.8M |
| 2023 | 2,269 | $198.4M | $9.5M | $22.7M |
| 2022 | 2,454 | $151.7M | $8.8M | $20.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P. C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $302,425 | $59,854 | $242,571 | — | — |
| 2023 | $273,585 | $59,698 | $213,887 | — | — |
| 2022 | $236,456 | $59,946 | $176,510 | — | — |