# Preferred Primary Care Physicians, INC. 401(k) Plan
Source: https://planprovider.pro/companies/preferred-primary-care-physicians-inc-401k-plan

> Preferred Primary Care Physicians, INC.'s 401(k) plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$40,851|—|$40,851|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,187|—|$9,187|

| KLINE KEPPEL & KORYAK, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,038

- **Estimated Expense Ratio:** 0.063% 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|$50,038|$9,187|—|—|—|

| 2023|$76,720|$56,125|—|—|—|

| 2022|$128,653|$119,644|$2,929|—|$6,080|

## Similar Plans

- [Premier Medical Associates, P.C.](https://planprovider.pro/companies/premier-medical-associates-p-c-401k-plan-002) — 391 participants

- [Pennsylvania Dermatology Partners, INC.](https://planprovider.pro/companies/pennsylvania-dermatology-partners-inc-401k-plan) — 410 participants

- [Retinovitreous Associates, Ltd.](https://planprovider.pro/companies/retinovitreous-associates-ltd-401k-plan) — 419 participants

- [Orthopedic Surgeons, Ltd. Dba Orthopedic Institute Of Pennsylvania](https://planprovider.pro/companies/orthopedic-surgeons-ltd-dba-orthopedic-institute-of-pennsylvania-401k-plan) — 306 participants

- [United Anesthesia Services, P.C.](https://planprovider.pro/companies/united-anesthesia-services-p-c-401k-plan) — 472 participants

- [Bryn Mawr Medical Specialists Association](https://planprovider.pro/companies/bryn-mawr-medical-specialists-association-401k-plan) — 484 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/preferred-primary-care-physicians-inc-401k-plan)

© 2026 PlanProvider.Pro