# Press Ganey Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/press-ganey-associates-llc-401k-plan

> Press Ganey Associates LLC&#39;s 401(k) plan: 2,040 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Press Ganey Associates LLC

- **Sponsor EIN:** 351646289

- **Sponsor Address:** 1173 IGNITION PARK, SOUTH BEND, IN, 46601

- **Plan Type:** 401(k)

- **Total Participants:** 2,040

- **Total Assets:** $238.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,040|$238.7M|$6.7M|$16.7M|

| 2023|2,001|$205.4M|$767,587|$15.6M|

| 2022|2,084|$152.3M|$5.7M|$13.3M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$233,763|—|$233,763|

| VANGUARD ADVISERS INC.|NONE|$64,373|—|$64,373|

| SAGEVIEW ADVISORY GROUP LLC|NONE|$55,000|—|$55,000|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $353,136

- **Estimated Expense Ratio:** 0.148% 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|$347,905|—|—|—|—|

| 2023|$320,246|—|—|—|—|

| 2022|$285,820|—|—|—|—|

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