Plan Snapshot
- Plan Sponsor: Cardiovascular Associates, INC.
- Sponsor EIN: 770364232
- Sponsor Address: 1313 E. HERNDON AVENUE, FRESNO, CA, 93720
- Plan Type: DC
- Total Participants: 164
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 164 | $12.1M | $653,854 | $522,341 |
| 2023 | 160 | $12.5M | $684,317 | $464,881 |
| 2022 | 166 | $12.4M | $646,378 | $446,626 |
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 |
|---|---|---|---|---|
| FINCH, ROWLAND & SHOOPMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FINCH, ROWLAND & SHOOPMAN — 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 | $12,820 | $12,820 | — | — | — |
| 2023 | $13,938 | $13,938 | — | — | — |
| 2022 | $6,257 | $6,257 | — | — | — |