# Progressive Physician Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/progressive-physician-associates-inc-401k-plan

> Progressive Physician Associates, INC.'s 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Progressive Physician Associates, INC.

- **Sponsor EIN:** 232701565

- **Sponsor Address:** 81 HIGHLAND AVENUE, BETHLEHEM, PA, 18017

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

- **Total Participants:** 135

- **Total Assets:** $103.8M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|135|$103.8M|$4.9M|$3.0M|

| 2023|121|$88.6M|$4.5M|$2.8M|

| 2022|115|$68.4M|$3.8M|$2.3M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,034|—|$12,034|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,034

- **Estimated Expense Ratio:** 0.012% 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|$30,448|$12,034|—|—|—|

| 2023|$24,945|$18,358|—|—|—|

| 2022|$3,231,097|—|-$25,070|—|—|

## Similar Plans

- [Trivalley Primary Care, P.C.](https://planprovider.pro/companies/trivalley-primary-care-p-c-401k-plan) — 139 participants

- [Stacy Lane, D.O., LLC](https://planprovider.pro/companies/stacy-lane-d-o-llc-401k-plan) — 142 participants

- [Orthopaedic Associates Of Allentown](https://planprovider.pro/companies/orthopaedic-associates-of-allentown-401k-plan) — 142 participants

- [Primemed, P C](https://planprovider.pro/companies/primemed-p-c-401k-plan) — 144 participants

- [Skin Center Management LLC](https://planprovider.pro/companies/skin-center-management-llc-401k-plan) — 148 participants

- [Greater Pittsburgh Orthopaedic Associates, INC.](https://planprovider.pro/companies/greater-pittsburgh-orthopaedic-associates-inc-plan) — 149 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/progressive-physician-associates-inc-401k-plan)

© 2026 PlanProvider.Pro