Plan Snapshot
- Plan Sponsor: Chest And Critical Care Consultants, A.M.G.
- Sponsor EIN: 330180540
- Sponsor Address: 1855 W. KATELLA AVENUE, ORANGE, CA, 92867
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 123
- Total Assets: $29.2M
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. |
|---|---|---|---|---|
| 2025 | 123 | $29.2M | $0 | $0 |
| 2024 | 75 | $24.6M | $391,801 | $788,999 |
| 2023 | 80 | $22.2M | $382,115 | $855,054 |
| 2022 | 84 | $18.6M | $389,530 | $773,798 |
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 |
|---|---|---|---|---|
| LSL, LLP | 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 |
|---|---|---|---|---|---|
| 2025 | $1,320,788 | — | $4,388 | — | — |
| 2024 | $12,410 | — | $12,410 | — | — |
| 2023 | $12,991 | — | $12,991 | — | — |
| 2022 | $5,473 | — | $5,473 | — | — |