Plan Snapshot
- Plan Sponsor: Priority Ambulance, LLC
- Sponsor EIN: 611725942
- Sponsor Address: 8501 E. PRINCESS DRIVE, SUITE 195, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 4,427
- Total Assets: $26.1M
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 | 4,427 | $26.1M | $0 | $5.2M |
| 2023 | 3,485 | $21.7M | $0 | $4.6M |
| 2022 | 3,461 | $18.0M | $0 | $3.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $169,396 | — | $169,396 |
| HOYLECOHEN LLC | INVESTMENT ADVISOR | $28,897 | — | $28,897 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $17,532 | — | $17,532 |
| WALLACE PLESE & DREHER, LLP | AUDITOR | $5,000 | — | $5,000 |
| WALLACE PLESE & DREHER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALLACE PLESE & DREHER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,825
- Estimated Expense Ratio: 0.845% 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 | $146,266 | — | $146,266 | — | — |
| 2023 | $122,209 | — | $122,209 | — | — |
| 2022 | $125,135 | — | $125,135 | — | — |