Plan Snapshot
- Plan Sponsor: Beach Cities Orthopedic
- Sponsor EIN: 263261790
- Sponsor Address: 400 S. SEPULVEDA BLVD., SUITE 200, MANHATTAN BEACH, CA, 90266
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $2.9M
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. |
|---|---|---|---|---|
| 2024 | 119 | $2.9M | $256,859 | $253,234 |
| 2023 | 132 | $2.7M | $100,529 | $109,394 |
| 2022 | 23 | $2.1M | $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 |
|---|---|---|---|---|
| HEDMAN PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEDMAN PARTNERS 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 | $9,073 | — | $9,073 | — | — |
| 2023 | $1,065 | — | — | — | — |
| 2022 | $4,425 | $4,425 | — | — | — |