Plan Snapshot
- Plan Sponsor: Project P Holdings, LLC
- Sponsor EIN: 871960809
- Sponsor Address: 461 NOTT STREET, SCHENECTADY, NY, 12308
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 17,037
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2024 | 17,037 | $0 | $0 | $0 |
| 2023 | 16,273 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| ANTHEM INC | Other Service Provider | $3,217,543 | — | $3,217,543 |
| CAPITAL RX | Other Service Provider | $473,040 | — | $473,040 |
| LINCOLN NATIONAL LIFE INSURANCE COM | Recordkeeper | $395,030 | — | $395,030 |
| DELTA DENTAL OF NEW YORK | Other Service Provider | $118,989 | — | $118,989 |
| MARSH & MCLENNAN AGENCY | Other Service Provider | $18,020 | — | $18,020 |
| EYEMED VISION | Other Service Provider | $13,391 | — | $13,391 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL LIFE INSURANCE COM — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,236,013
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |