# Prima Medical Foundation 401(k) Plan
Source: https://planprovider.pro/companies/prima-medical-foundation-401k-plan

> Prima Medical Foundation's 401(k) plan: 435 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Prima Medical Foundation

- **Sponsor EIN:** 271376321

- **Sponsor Address:** 100B DRAKES LANDING RD, GREENBRAE, CA, 94904

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

- **Total Participants:** 435

- **Total Assets:** $11.7M

## 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|435|$11.7M|$516,247|$1.4M|

| 2023|378|$8.8M|$429,790|$1.2M|

| 2022|407|$7.0M|$478,469|$1.3M|

## 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|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-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|$3,558|—|—|—|—|

| 2023|$57,083|—|—|—|—|

| 2022|$44,180|$17,387|$26,793|—|—|

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