# Somerset Pediatric Group, LLC DC Plan
Source: https://planprovider.pro/companies/somerset-pediatric-group-llc-plan

> Somerset Pediatric Group, LLC's DC plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Somerset Pediatric Group, LLC

- **Sponsor EIN:** 221908643

- **Sponsor Address:** 575 ROUTE 28, RARITAN, NJ, 08869

- **Plan Type:** DC

- **Total Participants:** 221

- **Total Assets:** $21.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|221|$21.0M|$298,878|$601,441|

| 2023|198|$19.9M|$269,144|$499,187|

| 2022|183|$17.9M|$253,737|$446,899|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$67,998|—|$67,998|

| AJ SANTE|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $67,998

- **Estimated Expense Ratio:** 0.324% 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|$14,465|—|—|—|—|

| 2023|$12,329|—|—|—|—|

| 2022|$15,732|—|—|—|—|

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