Plan Snapshot
- Plan Sponsor: Desert Physicians Management L
- Sponsor EIN: 330980643
- Sponsor Address: 19111 TOWN CENTER DR, APPLE VALLEY, CA, 923088989
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $5.9M
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. |
|---|---|---|---|---|
| 2024 | 249 | $5.9M | $379,959 | $708,117 |
| 2023 | 278 | $5.6M | $414,092 | $758,295 |
| 2022 | 248 | $4.0M | $339,005 | $593,763 |
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 |
|---|---|---|---|---|
| LAWRENCE R MITCHELL & CO CPAS | Auditor | — | — | $0 |
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 | $34,576 | $16,998 | $16,718 | — | — |
| 2023 | $19,197 | $8,262 | $10,935 | — | — |
| 2022 | $9,119 | — | $9,119 | — | — |