Plan Snapshot
- Plan Sponsor: Central Valley Medical Services Corporation
- Sponsor EIN: 452799660
- Sponsor Address: 2042 KERN STREET, FRESNO, CA, 93721
- Plan Type: 401(k)
- Total Participants: 745
- Total Assets: $4.8M
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 | 745 | $4.8M | $387,577 | $773,274 |
| 2023 | 617 | $3.5M | $299,710 | $741,872 |
| 2022 | 382 | $2.4M | $253,870 | $640,121 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $22,250 | — | $22,250 | — | — |
| 2023 | $22,615 | — | — | — | — |
| 2022 | $15,189 | — | $15,189 | — | — |