Plan Snapshot
- Plan Sponsor: Clinicomp International, INC.
- Sponsor EIN: 330020815
- Sponsor Address: 9655 TOWNE CENTRE DRIVE, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $47.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 153 | $47.3M | $1.3M | $2.3M |
| 2023 | 148 | $38.4M | $1.2M | $2.1M |
| 2022 | 136 | $30.9M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $49,337 | — | $49,337 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $13,549 | — | $13,549 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,886
- Estimated Expense Ratio: 0.133% of plan assets
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 | $62,763 | $13,549 | $1,200 | — | — |
| 2023 | $73,407 | $36,199 | — | — | — |
| 2022 | $78,476 | $6,953 | — | — | — |