Physician Directed Partners 401(k) match, vesting and fees

Plan year 2023 filingPhysician Directed Partners, Inc. 401(k) Retirement Plan · Plan 002 · EIN 87-1723023Updated Oct 2026

What Physician Directed Partners' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2023 filing reports $179K in employer contributions, about $1,333 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2023 Form 5500 ↗
$27,323
Average account balance
270
Participants (end of year)
$3.7M
Plan assets (end of year)
1.22%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperEmpower Annuity Insurance Company OSchedule C ↗
Independent auditorPrice Kubecka (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

Plan history

Plan assets were $3.7M at the end of plan year 2023.

$3.7M2023
End-of-year figures from each plan year's Form 5500 filing for the Physician Directed Partners plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2023270$3.7M$179K$1,3331.22%Not publishedForm 5500 ↗

Other Physician Directed Partners plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Physician Directed Partners, Inc. 401(k) Retirement Plan

Plan 001 · EIN 87-1723023 · plan year 2024 filing
$42,670
Average account balance
227
Participants (end of year)
$4.3M
Plan assets (end of year)
1.20%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperEmpower Annuity Insurance Company OSchedule C ↗
Independent auditorPrice Kubecka (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

Common questions

Does Physician Directed Partners match 401(k) contributions?

The match terms for the Physician Directed Partners, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2023 filing reports $179K in employer contributions, about $1,333 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Physician Directed Partners 401(k) match vested?

The vesting schedule for the Physician Directed Partners, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Physician Directed Partners 401(k)?

The recordkeeper listed on Schedule C of the plan year 2023 filing is Empower Annuity Insurance Company O. The plan administrator is Physician Directed Partners Inc.

I left Physician Directed Partners. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Physician Directed Partners Inc, (615) 630-1683) or the recordkeeper, Empower Annuity Insurance Company O. The Physician Directed Partners old 401(k) page lists the contacts from every plan filing. Find an old Physician Directed Partners 401(k)

Data from the public Form 5500 annual reports Physician Directed Partners filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Physician Directed Partners. Not financial advice. Report a correction · Methodology