Plan Snapshot
- Plan Sponsor: Primary Care Centers Of Eastern Kentucky
- Sponsor EIN: 061685195
- Sponsor Address: 101 TOWN AND COUNTRY LANE, HAZARD, KY, 41701
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $13.1M
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 | 295 | $13.1M | $506,079 | $729,194 |
| 2023 | 280 | $12.1M | $466,673 | $639,450 |
| 2022 | 248 | $9.8M | $387,659 | $580,055 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $42,579 | — | $42,579 |
| LPL FINANCIAL LLC | Investment Advisor | — | $32,997 | $32,997 |
| ERISA SMART | Other Service Provider | $10,619 | — | $10,619 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | Investment Advisor | $6,638 | — | $6,638 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- LPL FINANCIAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,833
- Estimated Expense Ratio: 0.708% 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 | $24,680 | — | — | — | — |
| 2023 | $19,907 | — | — | — | — |
| 2022 | $15,660 | — | — | — | — |