# Eisenhower Medical Associates INC. 401(k) Plan
Source: https://planprovider.pro/companies/eisenhower-medical-associates-inc-401k-plan

> Eisenhower Medical Associates INC.'s 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eisenhower Medical Associates INC.

- **Sponsor EIN:** 261975439

- **Sponsor Address:** HIRSCHBERG MEDICAL BLDG, RANCHO MIRAGE, CA, 92270

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

- **Total Participants:** 313

- **Total Assets:** $121.3M

## 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|313|$121.3M|$8.1M|$6.9M|

| 2023|285|$101.2M|$7.2M|$6.3M|

| 2022|266|$80.2M|$6.3M|$5.7M|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$3,238|$444,071|$447,309|

| BEACON POINTE ADVISORS|NONE|—|$347,415|$347,415|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BEACON POINTE ADVISORS](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — NONE

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/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:** $794,724

- **Estimated Expense Ratio:** 0.655% 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|$2,488|—|$2,488|—|—|

| 2023|$1,602|—|$1,602|—|—|

| 2022|$1,382|—|$1,382|—|—|

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