Plan Snapshot
- Plan Sponsor: Bass Medical Group, INC.
- Sponsor EIN: 562605608
- Sponsor Address: 2637 SHADELANDS DRIVE, WALNUT CREEK, CA, 94568
- Plan Type: DB
- Total Participants: 146
- Total Assets: $55.3M
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. |
|---|---|---|---|---|
| 2024 | 146 | $55.3M | $7.4M | $0 |
| 2023 | 173 | $45.3M | $12.7M | $0 |
| 2022 | 179 | $30.3M | $2.8M | $0 |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | $19,110 | — | $19,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,110
- Estimated Expense Ratio: 0.035% 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 | $235,643 | — | — | $19,110 | — |
| 2023 | $329,695 | — | — | $18,900 | — |
| 2022 | $343,329 | $99,456 | — | — | $101,871 |