Plan Snapshot
- Plan Sponsor: Clinical Medical Services
- Sponsor EIN: 650396476
- Sponsor Address: CARR PR-3 KM 9.5, AVE 65, CAROLINA, PR, 00985
- Plan Type: DC
- Total Participants: 633
- Total Assets: $873,204
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 633 | $873,204 | $34,652 | $180,108 |
| 2023 | 592 | $604,665 | $34,520 | $176,917 |
| 2022 | 549 | $345,265 | $32,948 | $153,589 |
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 |
|---|---|---|---|---|
| KAUFMAN ROSSIN & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KAUFMAN ROSSIN & CO. — 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 | $2,355 | $1,455 | — | — | — |
| 2023 | $2,982 | $2,507 | — | — | — |
| 2022 | $1,352 | $777 | — | — | — |