Plan Snapshot
- Plan Sponsor: Altamed Health Services Corporation
- Sponsor EIN: 952810095
- Sponsor Address: 2035 CAMFIELD AVE, LOS ANGELES, CA, 90040
- Plan Type: 403(b)
- Total Participants: 5,614
- Total Assets: $266.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,614 | $266.5M | $13.8M | $25.2M |
| 2023 | 4,949 | $211.0M | $8.5M | $17.8M |
| 2022 | 2,433 | $165.9M | $6.7M | $13.9M |
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 |
|---|---|---|---|---|
| G.W. SHERWOLD ASSOCIATES INC | ADVISOR | $244,289 | — | $244,289 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $230,332 | — | $230,332 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,438 | — | $12,438 |
| VASQUEZ & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- VASQUEZ & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $487,059
- Estimated Expense Ratio: 0.183% 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 | $500,164 | $256,727 | $300 | — | — |
| 2023 | $410,916 | $201,152 | — | — | — |
| 2022 | $521,027 | $256,550 | — | — | — |