# Coastal Pediatrics Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coastal-pediatrics-medical-group-inc-401k-plan

> Coastal Pediatrics Medical Group, INC.'s 401(k) plan: 28 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Coastal Pediatrics Medical Group, INC.

- **Sponsor EIN:** 953077405

- **Sponsor Address:** 451 W GONZALES RD STE 340, OXNARD, CA, 930360733

- **Plan Type:** 401(k)

- **Total Participants:** 28

- **Total Assets:** $4.1M

## 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.|

| 2025|28|$4.1M|$0|$133,138|

| 2024|16|$3.6M|$100,000|$111,762|

| 2023|15|$3.1M|$100,123|$104,047|

| 2022|11|$2.5M|$0|$96,474|

## 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|

| WELLS FARGO ADVISORS FINANCIAL NETW|INVESTMENT ADVISORY|—|$12,672|$12,672|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,672

- **Estimated Expense Ratio:** 0.306% 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|

| 2025|$61,771|—|—|—|—|

| 2024|$69,531|—|—|—|—|

| 2023|$43,010|—|—|—|—|

| 2022|$691,718|—|—|—|—|

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