Plan Snapshot
- Plan Sponsor: Primary Care Partners, LLC
- Sponsor EIN: 274980253
- Sponsor Address: 200 THE AMERICAN ROAD, MORRIS PLAINS, NJ, 07950
- Plan Type: 401(k)
- Total Participants: 439
- Total Assets: $45.1M
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 | 439 | $45.1M | $2.7M | $2.6M |
| 2023 | 406 | $39.9M | $2.2M | $2.3M |
| 2022 | 393 | $31.7M | $1.9M | $2.0M |
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 |
|---|---|---|---|---|
| WISS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WISS & COMPANY, 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 | $139,126 | $74,203 | $64,756 | — | — |
| 2023 | $114,824 | $62,936 | $51,888 | — | — |
| 2022 | $101,296 | — | — | — | $101,296 |