Plan Snapshot
- Plan Sponsor: California Medical Association
- Sponsor EIN: 940359340
- Sponsor Address: 1201 K STREET, SUITE 800, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $37.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 113 | $37.1M | $1.2M | $993,819 |
| 2023 | 114 | $32.7M | $797,878 | $1.0M |
| 2022 | 110 | $27.0M | $739,531 | $873,787 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $66,826 | — | $66,826 |
| GILBERT GPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILBERT GPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,826
- Estimated Expense Ratio: 0.180% 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 | $509 | — | $509 | — | — |
| 2023 | $321 | — | $321 | — | — |
| 2022 | $427 | — | $427 | — | — |