Plan Snapshot
- Plan Sponsor: Ampla Health
- Sponsor EIN: 942210447
- Sponsor Address: 935B MARKET STREET, YUBA CITY, CA, 959910000
- Plan Type: DC
- Total Participants: 704
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 704 | $24.3M | $1.6M | $2.2M |
| 2022 | 654 | $21.3M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | NONE | $150,816 | — | $150,816 |
| ASSOCIATED PENSION CONSULTANTS | NONE | $118,780 | — | $118,780 |
| JOHN HANCOCK TRUST COMPANY LLC | NONE | $45,514 | — | $45,514 |
| WIPELI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- JOHN HANCOCK TRUST COMPANY LLC — NONE
- WIPELI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $315,110
- Estimated Expense Ratio: 1.295% 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 |
|---|---|---|---|---|---|
| 2023 | $115,424 | $109,249 | $6,175 | — | — |
| 2022 | $126,228 | — | — | — | $126,228 |