Plan Snapshot
- Plan Sponsor: Central Valley Community Medical Imaging
- Sponsor EIN: 770078751
- Sponsor Address: 1867 E. FIR AVENUE, #104, FRESNO, CA, 93720
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $77.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 197 | $77.5M | $1.9M | $1.3M |
| 2023 | 183 | $66.6M | $1.8M | $1.2M |
| 2022 | 182 | $64.5M | $1.7M | $1.3M |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $181,407 | — | $181,407 |
| WHELAN FINANCIAL | Investment Advisor | $89,326 | — | $89,326 |
| SPECTRUM PENSION CONSULTANTS | Recordkeeper | $49,313 | — | $49,313 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $320,046
- Estimated Expense Ratio: 0.413% 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 | $319,836 | $89,353 | — | — | — |
| 2023 | $262,251 | $17,488 | — | — | — |
| 2022 | $262,893 | $29,581 | $233,177 | — | — |