Plan Snapshot
- Plan Sponsor: Central Anesthesia Service Exchange Medical Group, INC.
- Sponsor EIN: 680116562
- Sponsor Address: 3315 WATT AVE, SACRAMENTO, CA, 958213600
- Plan Type: DC
- Total Participants: 142
- Total Assets: $140.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 142 | $140.8M | $6.8M | $904,113 |
| 2023 | 147 | $124.1M | $6.0M | $1.2M |
| 2022 | 144 | $103.5M | $5.1M | $1.2M |
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 |
|---|---|---|---|---|
| WILLIAMS & OLDS | Auditor | — | — | $0 |
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 | $99,920 | $93,766 | — | — | — |
| 2023 | $81,728 | $77,575 | — | — | — |
| 2022 | $154,061 | $154,061 | — | — | — |