Plan Snapshot
- Plan Sponsor: Annadel Medical Group, INC.
- Sponsor EIN: 300500119
- Sponsor Address: 200 W. CENTER ST. PROMENADE, ANAHEIM, CA, 92805
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 0 | $53.4M | $4.7M | $1.9M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $96,935 | — | $96,935 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $7,855 | — | $7,855 |
| LANCE, SOLL & LUNGHARD, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANCE, SOLL & LUNGHARD, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,790
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 | $74,942 | — | — | — | — |
| 2022 | $104,164 | — | — | — | $104,164 |