Plan Snapshot
- Plan Sponsor: Bay Surgery Center LP/Pain & Rehabilitative Consultants Medical
- Sponsor EIN: 912126247
- Sponsor Address: 1335 STANFORD AVENUE, EMERYVILLE, CA, 94608
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 110 | $16.7M | $351,343 | $577,472 |
| 2023 | 90 | $13.3M | $279,860 | $456,903 |
| 2022 | 80 | $10.2M | $244,419 | $398,208 |
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 |
|---|---|---|---|---|
| BHLF LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BHLF LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,876 | — | $1,876 | — | — |
| 2023 | $630 | — | $630 | — | — |
| 2022 | $560 | — | $560 | — | — |