Plan Snapshot
- Plan Sponsor: California Eye Specialists Medical Group, INC.
- Sponsor EIN: 752980191
- Sponsor Address: 14726 RAMONA AVENUE, SUITE 301, CHINO, CA, 91710
- Plan Type: 401(k)
- Total Participants: 395
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 395 | $2.4M | $0 | $561,456 |
| 2023 | 302 | $1.8M | $0 | $470,352 |
| 2022 | 288 | $1.3M | $0 | $272,558 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | -$1,350 | $909 | -$2,559 | — | — |
| 2023 | $9,222 | $223 | $8,399 | — | — |
| 2022 | $992 | — | $992 | — | — |