# Trivalley Primary Care, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/trivalley-primary-care-p-c-401k-plan

> Trivalley Primary Care, P.C.'s 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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