# Sai Med Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sai-med-partners-llc-401k-plan

> Sai Med Partners, LLC's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sai Med Partners, LLC

- **Sponsor EIN:** 800458825

- **Sponsor Address:** 4970 DEMOSS ROAD, SUITE 300, READING, PA, 19606

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

- **Total Participants:** 119

- **Total Assets:** $17.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|119|$17.7M|$320,625|$1.2M|

| 2023|134|$13.0M|$302,413|$1.1M|

| 2022|85|$3.3M|$166,030|$501,850|

## 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|

| NORTHEAST FINANCIAL GROUP, INC|FINANCIAL ADVISOR|$52,027|—|$52,027|

| PENSERV PLAN SERVICES|RECORDKEEPER|$13,731|—|$13,731|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,758

- **Estimated Expense Ratio:** 0.372% 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|$70,681|$52,027|$13,731|—|—|

| 2023|$426,726|—|$49,956|—|—|

| 2022|$67,769|—|$19,880|—|—|

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