Plan Snapshot
- Plan Sponsor: Pulmonary Associates Of Richmond, INC.
- Sponsor EIN: 540965764
- Sponsor Address: 1000 BOULDERS PKWY, RICHMOND, VA, 23225
- Plan Type: DC
- Total Participants: 246
- Total Assets: $51.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 246 | $51.2M | $1.7M | $1.4M |
| 2023 | 232 | $55.3M | $1.5M | $1.3M |
| 2022 | 237 | $50.3M | $1.7M | $1.4M |
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 |
|---|---|---|---|---|
| SIGNATURE INVESTMENT ADVISORS | Other Service Provider | $136,431 | — | $136,431 |
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $61,613 | — | $61,613 |
| CAMBRIDGE INVESTMENT RESEARCH | Other Service Provider | $18,127 | — | $18,127 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $11,551 | — | $11,551 |
| FOCUS PARTNERS WEALTH LLCC | Other Service Provider | $10,715 | — | $10,715 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $238,437
- Estimated Expense Ratio: 0.466% 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 | $61,613 | $48,367 | — | — | — |
| 2023 | $60,452 | — | — | — | — |
| 2022 | $66,051 | — | — | — | — |