Plan Snapshot
- Plan Sponsor: District Medical Group, INC.
- Sponsor EIN: 208106540
- Sponsor Address: 2929 E. THOMAS ROAD, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Total Participants: 780
- Total Assets: $300.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 780 | $300.3M | $12.0M | $9.9M |
| 2023 | 800 | $265.9M | $10.5M | $8.9M |
| 2022 | 767 | $235.7M | $9.6M | $8.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | $5,250 | — | $5,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,250
- Estimated Expense Ratio: 0.002% 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 | $231,198 | $109,789 | — | $5,250 | — |
| 2023 | $234,344 | $83,032 | — | $34,650 | — |
| 2022 | $201,157 | $67,287 | — | — | $15,250 |