Plan Snapshot
- Plan Sponsor: Amen Clinics, INC.
- Sponsor EIN: 912055998
- Sponsor Address: 959 SOUTH COAST DRIVE, STE 100, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $7.0M | $124,498 | $890,628 |
| 2023 | 286 | $5.4M | $171,693 | $816,089 |
| 2022 | 278 | $3.7M | $101,741 | $622,059 |
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 |
|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADV LLC | INVESTMENT ADVISOR | $28,809 | — | $28,809 |
| HICKS PENSION SERVICES | TPA ~ CONTRAC T ADMI | $2,875 | $2,732 | $5,607 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,416
- Estimated Expense Ratio: 0.491% 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 | $2,653 | — | — | — | — |
| 2023 | $1,268 | — | — | — | — |
| 2022 | $1,100 | — | $1,100 | — | — |