Plan Snapshot
- Plan Sponsor: Privia Health LLC
- Sponsor EIN: 261385077
- Sponsor Address: 950 NORTH GLEBE ROAD, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Total Participants: 4,858
- Total Assets: $462.5M
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 | 4,858 | $462.5M | $25.3M | $27.5M |
| 2023 | 5,188 | $392.0M | $28.5M | $24.7M |
| 2022 | 5,035 | $343.6M | $22.9M | $25.1M |
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 |
|---|---|---|---|---|
| SONZOGNI, BOTTITTO & COOPER, LLC | 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 | $1,161,625 | — | $1,161,625 | — | — |
| 2023 | $1,102,767 | — | $1,102,767 | — | — |
| 2022 | $573,218 | — | — | — | $573,218 |