Plan Snapshot
- Plan Sponsor: Premier Medical Group Of The Hudson Valley, PC
- Sponsor EIN: 141536357
- Sponsor Address: 243 NORTH ROAD - SUITE 304, POUGHKEEPSIE, NY, 12601
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 155 | $30.3M | $1.1M | $580,430 |
| 2023 | 180 | $26.4M | $1.1M | $1.1M |
| 2022 | 163 | $20.5M | $1.1M | $894,201 |
| 2021 | 143 | $24.0M | $960,931 | $824,411 |
| 2020 | 120 | $20.0M | $949,830 | $694,431 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — Auditor
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 | $5,889 | — | $5,889 | — | — |
| 2023 | $3,912 | — | $3,912 | — | — |
| 2022 | $859 | — | — | — | $859 |
| 2021 | — | — | — | — | — |
| 2020 | — | — | — | — | — |