Plan Snapshot
- Plan Sponsor: Discovery Practice Management, INC.
- Sponsor EIN: 954628972
- Sponsor Address: 18401 VON KARMAN AVE, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 2,357
- Total Assets: $38.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,357 | $38.1M | $114,726 | $7.3M |
| 2023 | 2,354 | $34.2M | $1.5M | $7.9M |
| 2022 | 2,709 | $23.5M | $2.3M | $6.6M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | RECORDKEEPER | $169,022 | — | $169,022 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $92,714 | — | $92,714 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $40,028 | — | $40,028 |
| HOLTHOUSE CARLIN AND VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — RECORDKEEPER
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- HOLTHOUSE CARLIN AND VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $301,764
- Estimated Expense Ratio: 0.793% 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 | $301,764 | $10,000 | — | — | — |
| 2023 | $375,877 | $40,000 | $321,377 | $14,500 | — |
| 2022 | $318,488 | — | $318,488 | — | — |