Plan Snapshot
- Plan Sponsor: Board Of Trustees, Revolutionary Medical Trust
- Sponsor EIN: 847090724
- Sponsor Address: 200 S LOS ROBLES AVE STE 320, PASADENA, CA, 91101
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,781
- Total Assets: $8.0M
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 | 2,781 | $8.0M | $52.5M | $48,426 |
| 2023 | 2,769 | $2.7M | $47.8M | $43,847 |
| 2022 | 2,408 | $723,534 | $38.6M | $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 |
|---|---|---|---|---|
| PACIFIC FEDERAL LLC | Other Service Provider | $1,354,579 | — | $1,354,579 |
| MILLIMAN USA | Recordkeeper | $70,000 | — | $70,000 |
| BLEIWEISS COMMUNICATIONS INC | Other Service Provider | $39,000 | — | $39,000 |
| MILLER KAPLAN ARASE LLP | Auditor | $15,900 | — | $15,900 |
| BUSH GOTTLIEB, A LAW CORPORATION | Other Service Provider | $11,376 | — | $11,376 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN USA — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,490,855
- Estimated Expense Ratio: 18.715% 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 | $1,570,056 | — | $995,908 | $15,900 | — |
| 2023 | $1,529,743 | — | $928,957 | $31,640 | — |
| 2022 | $1,238,547 | $50,000 | $774,993 | — | $77,986 |