Plan Snapshot
- Plan Sponsor: Preferred Primary Care Physicians, INC.
- Sponsor EIN: 251742085
- Sponsor Address: 701 TECHNOLOGY DRIVE, CANONSBURG, PA, 15317
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $79.4M
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 | 379 | $79.4M | $3.0M | $2.5M |
| 2023 | 362 | $76.4M | $2.6M | $2.2M |
| 2022 | 332 | $63.6M | $2.4M | $1.8M |
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 |
|---|---|---|---|---|
| KLINE KEPPEL & KORYAK, PC | 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 | $50,038 | $9,187 | — | — | — |
| 2023 | $76,720 | $56,125 | — | — | — |
| 2022 | $128,653 | $119,644 | $2,929 | — | $6,080 |