Plan Snapshot
- Plan Sponsor: Dhillon Healthcare Group
- Sponsor EIN: 842873583
- Sponsor Address: 5380 PIRRONE ROAD, SALIDA, CA, 95368
- Plan Type: 401(k)
- Total Participants: 383
- Total Assets: $7.5M
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 | 383 | $7.5M | $523,256 | $1.1M |
| 2023 | 324 | $5.4M | $450,578 | $925,722 |
| 2022 | 250 | $2.8M | $335,789 | $717,627 |
| 2021 | 173 | $2.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | NONE | $24,581 | — | $24,581 |
| GRIMBLEBY COLEMAN CPA'S INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,581
- Estimated Expense Ratio: 0.329% 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 | $29,441 | $24,581 | $4,860 | — | — |
| 2023 | $18,689 | $14,057 | $4,632 | — | — |
| 2022 | $9,734 | — | $435 | — | — |
| 2021 | $7,594 | $6,739 | $855 | — | — |