Plan Snapshot
- Plan Sponsor: Anesthesia Service Medical Group, INC.
- Sponsor EIN: 951965700
- Sponsor Address: 3626 RUFFIN ROAD, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $390.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 272 | $390.8M | $12.7M | $2.2M |
| 2023 | 244 | $374.9M | $12.0M | $2.1M |
| 2022 | 251 | $322.0M | $11.8M | $2.0M |
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 |
|---|---|---|---|---|
| DOWLING & YAHNKE | Investment Advisor | $42,585 | — | $42,585 |
| WEST COAST FINANCIAL | Investment Advisor | $24,578 | — | $24,578 |
| BAKER TILLY US, LLP | Auditor | $7,855 | — | $7,855 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,018
- Estimated Expense Ratio: 0.019% 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 | $73,850 | $67,163 | — | — | — |
| 2023 | $89,320 | $65,221 | — | — | — |
| 2022 | $92,736 | $75,873 | — | — | $4,550 |