Plan Snapshot
- Plan Sponsor: Childrens Primary Care Medical Group, INC.
- Sponsor EIN: 330662258
- Sponsor Address: 3880 MURPHY CANYON ROAD, SUITE 200, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $117.7M
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 | 162 | $117.7M | $2.4M | $3.2M |
| 2023 | 166 | $95.8M | $2.2M | $3.1M |
| 2022 | 156 | $75.3M | $2.2M | $2.5M |
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 |
|---|---|---|---|---|
| ALDRICH CPAS & ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS & ADVISORS 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 | $236,867 | — | $236,867 | — | — |
| 2023 | $184,722 | — | $184,722 | — | — |
| 2022 | $165,012 | $68,626 | $96,386 | — | — |