# Provision Health Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/provision-health-partners-llc-401k-plan

> Provision Health Partners, LLC's 401(k) plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Provision Health Partners, LLC

- **Sponsor EIN:** 412136525

- **Sponsor Address:** 2095 LAKESIDE CENTRE WAY, KNOXVILLE, TN, 37922

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

- **Total Participants:** 53

- **Total Assets:** $11.6M

## 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|53|$11.6M|$243,992|$509,951|

| 2023|64|$16.7M|$296,430|$596,664|

| 2022|118|$15.4M|$452,463|$920,602|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$64,429|—|$64,429|

| COULTER & JUSTUS|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,429

- **Estimated Expense Ratio:** 0.555% 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|$66,112|—|—|—|—|

| 2023|$80,936|—|$80,936|—|—|

| 2022|$83,447|—|$83,447|—|—|

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