Plan Snapshot
- Plan Sponsor: Bay Area Surgical Specialists Medical Corporation
- Sponsor EIN: 562605608
- Sponsor Address: 2637 SHADELANDS DRIVE, WALNUT CREEK, CA, 94598
- Plan Type: DB
- Total Participants: 385
- Total Assets: $17.3M
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 | 385 | $17.3M | $0 | $0 |
| 2023 | 382 | $20.5M | $0 | $0 |
| 2022 | 376 | $19.3M | $0 | $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 | $33,075 | — | $33,075 |
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: $33,075
- Estimated Expense Ratio: 0.191% 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 | $371,400 | $81,285 | — | $33,075 | — |
| 2023 | $405,756 | $87,749 | — | $16,892 | — |
| 2022 | $272,839 | — | — | — | — |