Plan Snapshot
- Plan Sponsor: Preferred Podiatry Management LLC
- Sponsor EIN: 452538551
- Sponsor Address: 168 N. CLINTON STREET 3RD FL, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 679
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 679 | $16.7M | $85,530 | $1.3M |
| 2023 | 278 | $11.0M | $78,308 | $1.1M |
| 2022 | 232 | $10.2M | $49,891 | $991,465 |
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 | Recordkeeper | $55,538 | — | $55,538 |
| HAUSER RETIREMENT SOLUTIONS 2 LLC | Other Service Provider | — | $23,776 | $23,776 |
| CREATIVE PLANNING LLC | Investment Advisor | $13,986 | — | $13,986 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,300
- Estimated Expense Ratio: 0.559% 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 | $66,168 | — | $55,600 | — | — |
| 2023 | $38,423 | — | $38,423 | — | — |
| 2022 | $37,442 | — | $37,442 | — | — |