Plan Snapshot
- Plan Sponsor: Advanced Medical Management,INC.
- Sponsor EIN: 953765021
- Sponsor Address: 5000 AIRPORT PLAZA DRIVE SUITE 150, LONG BEACH, CA, 90815
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 177 | $4.3M | $80,110 | $545,881 |
| 2023 | 153 | $4.0M | $51,110 | $530,250 |
| 2022 | 173 | $3.1M | $0 | $404,543 |
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 |
|---|---|---|---|---|
| OZUROVICH & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,619 | $13,936 | — | — | — |
| 2023 | $39,694 | $16,695 | — | — | — |
| 2022 | $43,643 | — | — | — | — |