# Premier Medical Group Of The Hudson Valley, PC 401(k) Plan
Source: https://planprovider.pro/companies/premier-medical-group-of-the-hudson-valley-pc-plan-002

> Premier Medical Group Of The Hudson Valley, PC&#39;s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — 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|—|—|—|—|—|

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