# Privia Health LLC 401(k) Plan
Source: https://planprovider.pro/companies/privia-health-llc-401k-plan

> Privia Health LLC's 401(k) plan: 4,858 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$578,144|—|$578,144|

| PRIME PENSIONS, INC.|CONTRACT ADMIN|$546,780|—|$546,780|

| EMPOWER ANNUITY INSURANCE CO.|RECORDKEEPER|$419,850|—|$419,850|

| EMPOWER ADVISORY GROUP LLC|INVESTMENT MANAGEMENT|$152,826|—|$152,826|

| SONZOGNI BOTITTO & COOPER LLC|AUDITOR|$35,000|—|$35,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,732,600

- **Estimated Expense Ratio:** 0.375% 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|$1,161,625|—|$1,161,625|—|—|

| 2023|$1,102,767|—|$1,102,767|—|—|

| 2022|$573,218|—|—|—|$573,218|

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