Plan Snapshot
- Plan Sponsor: Premier Medical Group
- Sponsor EIN: 141536357
- Sponsor Address: 1 COLUMBIA STREET, POUGHKEEPSIE, NY, 12601
- Plan Type: DC
- Total Participants: 86
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 86 | $26.4M | $559,571 | $687,318 |
| 2023 | 94 | $21.4M | $262,644 | $525,120 |
| 2022 | 88 | $18.2M | $578,937 | $507,119 |
| 2021 | 99 | $24.1M | $0 | $0 |
| 2020 | 99 | $20.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| JUDELSON, GIORDANO & SIEGEL, CPA 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 | $1,425 | — | — | — | — |
| 2023 | $8,825 | — | — | — | — |
| 2022 | $4,275 | — | — | — | — |
| 2021 | — | — | — | — | — |
| 2020 | $1,900 | — | — | — | — |