# Privia Medical Group Washington, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/walla-walla-clinic-inc-401k-plan

> Privia Medical Group Washington, PLLC's 401(k) plan: 256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Privia Medical Group Washington, PLLC

- **Sponsor EIN:** 910862542

- **Sponsor Address:** 55 WEST TIETAN STREET, WALLA WALLA, WA, 993624445

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

- **Total Participants:** 256

- **Total Assets:** $51.3M

## 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|256|$51.3M|$439,607|$1.1M|

| 2023|233|$47.8M|$1.2M|$1.1M|

| 2022|229|$39.9M|$1.7M|$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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,007|—|$10,007|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,007

- **Estimated Expense Ratio:** 0.019% 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|-$8,137|$10,007|—|—|—|

| 2023|-$1,020|$17,380|—|—|—|

| 2022|-$74|$18,392|—|—|—|

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