# Central California Faculty Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/central-california-faculty-medical-group-inc-401k-plan

> Central California Faculty Medical Group, INC.'s 401(k) plan: 602 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Central California Faculty Medical Group, INC.

- **Sponsor EIN:** 942613220

- **Sponsor Address:** 2625 E. DIVISADERO ST., FRESNO, CA, 93721

- **Plan Type:** 401(k)

- **Total Participants:** 602

- **Total Assets:** $201.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|602|$201.8M|$9.3M|$6.8M|

| 2023|609|$181.9M|$4.1M|$3.5M|

## 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|

| SAGEVIEW ADVISORY GROUP|INVESTMENT ADVISOR|$110,254|—|$110,254|

| CARLSON QUINN|THIRD PARTY PLAN ADMIN|—|$99,246|$99,246|

| BEAN HUNT HARRIS & CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $209,500

- **Estimated Expense Ratio:** 0.104% 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|$385,483|$11,286|$50,000|—|—|

| 2023|$224,771|$9,674|$15,000|—|—|

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