Plan Snapshot
- Plan Sponsor: Compassionate Cancer Care Medical Group
- Sponsor EIN: 383650060
- Sponsor Address: 11180 WARNER AVENUE SUITE 351, FOUNTAIN VALLEY, CA, 92708
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $705,292 | $82,997 | $165,550 |
| 2023 | 130 | $7.6M | $247,255 | $529,549 |
| 2022 | 112 | $5.8M | $195,316 | $440,674 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $24,029 | — | $24,029 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $13,757 | — | $13,757 |
| BENEFIT EQUITY INC | Other Service Provider | $7,140 | $2,929 | $10,069 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,855
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 | — | — | — | — | — |
| 2024 | $47,079 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |