Plan Snapshot
- Plan Sponsor: Private Diagnostic Clinic PLLC
- Sponsor EIN: 561029437
- Sponsor Address: 4825 CREEKSTONE DRIVE, DURHAM, NC, 27703
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 9 | $0 | $0 | $0 |
| 2024 | 9 | $268,195 | $10,105 | $106 |
| 2023 | 2,048 | $1.6B | $64.3M | $10.2M |
| 2022 | 3,293 | $1.4B | $77.0M | $16.4M |
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 |
|---|---|---|---|---|
| PBMARES, LLP | Auditor | $365,383 | — | $365,383 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $365,383
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 |
|---|---|---|---|---|---|
| 2025 | $271,566 | — | -$1,687 | — | — |
| 2024 | $377,719 | $208,278 | — | $365,383 | — |
| 2023 | $268,685 | $200,389 | — | — | — |
| 2022 | $225,153 | $103,688 | — | — | — |