# Primary Care Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/primary-care-partners-inc-plan-001

> Primary Care Partners, INC.'s 401(k) plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Primary Care Partners, INC.

- **Sponsor EIN:** 841456669

- **Sponsor Address:** 3150 N. 12TH STREET, GRAND JUNCTION, CO, 81506

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

- **Total Participants:** 210

- **Total Assets:** $46.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|210|$46.3M|$905,827|$1.4M|

| 2023|195|$39.4M|$514,232|$1.3M|

| 2022|204|$36.1M|$539,676|$1.2M|

## 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|

| DWC|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|$139,309|$101,883|—|—|—|

| 2023|$112,778|$76,325|—|—|—|

| 2022|$115,422|$73,993|—|—|—|

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