Plan Snapshot
- Plan Sponsor: Community Medical Centers, INC.
- Sponsor EIN: 942437106
- Sponsor Address: 7210 MURRAY DRIVE, STOCKTON, CA, 95210
- Plan Type: DC
- Total Participants: 1,089
- Total Assets: $39.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,089 | $39.5M | $581,581 | $3.3M |
| 2023 | 951 | $33.1M | $512,506 | $3.0M |
| 2022 | 1,057 | $27.2M | $466,889 | $2.9M |
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 |
|---|---|---|---|---|
| NATIONWIDE | TRUST CUSTODIAN | $93,872 | — | $93,872 |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | MONEY MANAGER | $76,848 | — | $76,848 |
| PEERY & ASSOCIATES, INC. | TPA | $14,550 | — | $14,550 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — TRUST CUSTODIAN
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,270
- Estimated Expense Ratio: 0.469% 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 | $94,642 | — | $126 | — | — |
| 2023 | $99,781 | — | — | — | — |
| 2022 | $84,243 | $84,243 | — | — | — |