Plan Snapshot
- Plan Sponsor: Allcare Medical Management, INC.
- Sponsor EIN: 412182306
- Sponsor Address: 164 W. HOSPITALITY LANE, #1A, SAN BERNADINO, CA, 92408
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 217 | $7.6M | $73,136 | $386,903 |
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 |
|---|---|---|---|---|
| JP MORGAN INVEST HOLDING LLC | RECORDKEEPER | $11,607 | — | $11,607 |
| ADP, INC. | RECORD KEEPER | $11,578 | — | $11,578 |
| RAYMOND JAMES FINANCIAL SERVICE | INVESTMENT/FINANCIAL ADVI | $11,251 | — | $11,251 |
| SOREN MCADAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- RAYMOND JAMES FINANCIAL SERVICE — INVESTMENT/FINANCIAL ADVI
- SOREN MCADAM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,436
- Estimated Expense Ratio: 0.456% 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 | $34,437 | $11,251 | — | — | — |