# Progenyhealth, LLC 401(k) Plan
Source: https://planprovider.pro/companies/progenyhealth-llc-401k-plan

> Progenyhealth, LLC's 401(k) plan: 270 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Progenyhealth, LLC

- **Sponsor EIN:** 134281270

- **Sponsor Address:** 450 PLYMOUTH ROAD, PLYMOUTH MEETING, PA, 19462

- **Plan Type:** 401(k)

- **Total Participants:** 270

- **Total Assets:** $14.9M

## 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|270|$14.9M|$662,967|$1.5M|

| 2023|225|$11.3M|$547,441|$1.1M|

| 2022|128|$8.4M|$517,105|$1.0M|

## 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|

| CREATIVE PLANNING LLC.|NONE|$30,000|—|$30,000|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,000

- **Estimated Expense Ratio:** 0.201% 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|$34,960|$30,000|$4,960|—|—|

| 2023|$33,799|$30,000|$3,799|—|—|

| 2022|$34,368|$30,000|$4,368|—|—|

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