Plan Snapshot
- Plan Sponsor: Trivalley Primary Care, P.C.
- Sponsor EIN: 232794145
- Sponsor Address: 519 SOUTH FIFTH ST, PERKASIE, PA, 18944
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $28.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 139 | $28.8M | $511,258 | $1.2M |
| 2023 | 134 | $27.0M | $592,030 | $1.1M |
| 2022 | 139 | $24.1M | $591,598 | $1.1M |
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 |
|---|---|---|---|---|
| GIRARD PARTNERS LTD | RIA | $54,124 | — | $54,124 |
| DUNLAPSLK, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,124
- Estimated Expense Ratio: 0.188% 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 | $104,769 | $54,124 | $49,945 | — | — |
| 2023 | $98,760 | $52,787 | $45,498 | — | — |
| 2022 | $96,300 | $52,305 | $43,695 | — | $300 |