Plan Snapshot
- Plan Sponsor: Prn Physician Recommended Nutriceuticals
- Sponsor EIN: 611741017
- Sponsor Address: 980 HARVEST DRIVE, B205, BLUE BELL, PA, 19422
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 107
- Total Assets: $77,099
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 107 | $77,099 | $0 | $0 |
| 2024 | 72 | $85,542 | $1.2M | $285,250 |
| 2023 | 86 | $31,981 | $1.0M | $235,143 |
| 2022 | 76 | $192,673 | $925,679 | $224,147 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $98,931 | — | $98,931 |
| HUB INT. (PITT) | Investment Advisor | $39,946 | — | $39,946 |
| AETNA HEALTH PLANS | Other Service Provider | $36,243 | — | $36,243 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,120
- Estimated Expense Ratio: 227.137% 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 |
|---|---|---|---|---|---|
| 2025 | $2,082,440 | — | — | — | — |
| 2024 | $1,397,802 | — | — | — | — |
| 2023 | $1,439,928 | — | — | — | — |
| 2022 | $1,179,434 | — | — | — | — |