# Clinical Medical Services DC Plan
Source: https://planprovider.pro/companies/clinical-medical-services-plan-001

> Clinical Medical Services's DC plan: 633 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/kaufman-rossin-and-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|—|—|—|

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