# Eagle Ambulance 401(k) Plan
Source: https://planprovider.pro/companies/eagle-ambulance-plan

> Eagle Ambulance's 401(k) plan: 299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eagle Ambulance

- **Sponsor EIN:** 832285965

- **Sponsor Address:** 3251 FRANKLIN CANYON RD, RODEO, CA, 94572

- **Plan Type:** 401(k)

- **Total Participants:** 299

- **Total Assets:** $2.0M

## 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|299|$2.0M|$0|$529,532|

| 2023|234|$1.3M|$0|$470,064|

| 2022|318|$697,017|$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|

| ASCENSUS LLC|NONE|$4,675|$19,247|$23,922|

| SHAREBUILDER ADVISOR LLC|NONE|$8,412|—|$8,412|

| RICHEY, MAY & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RICHEY, MAY & CO., LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,334

- **Estimated Expense Ratio:** 1.639% 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|$13,087|$8,412|$4,675|—|—|

| 2023|$6,362|—|$6,362|—|—|

| 2022|—|—|—|—|—|

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