Privia Medical Group Indiana 401(k) match, vesting and fees
What Privia Medical Group Indiana's 401(k) plan says about matching contributions
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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kruggel Lawton & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Privia Medical Group Indiana: employer contribution per participant | $2,790 | |
| Peer median | $1,468 |
| Privia Medical Group Indiana: average balance | $171,403 | |
| Peer median | $37,786 |
| Privia Medical Group Indiana: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $76.6M at the end of plan year 2021 to $67.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 399 | $67.2M | $1.1M | $2,790 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 405 | $60.4M | $1.3M | $3,373 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 428 | $57.6M | $1.5M | $3,505 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 344 | $76.6M | $1.4M | $4,171 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Privia Medical Group Indiana match 401(k) contributions?
The match terms for the Elkhart Clinic, LLC Employees' Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,790 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Privia Medical Group Indiana 401(k) match vested?
The vesting schedule for the Elkhart Clinic, LLC Employees' Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Privia Medical Group Indiana 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Privia Medical Group Indiana, LLC.
I left Privia Medical Group Indiana. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Privia Medical Group Indiana, LLC, (574) 296-3216) or the recordkeeper, Principal Life Insurance Company. The Privia Medical Group Indiana old 401(k) page lists the contacts from every plan filing. Find an old Privia Medical Group Indiana 401(k)
Data from the public Form 5500 annual reports Privia Medical Group Indiana filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Privia Medical Group Indiana. Not financial advice. Report a correction · Methodology