Plan Snapshot
- Plan Sponsor: Facey Medical Group, A Medical Corporation
- Sponsor EIN: 954346241
- Sponsor Address: 15451 SAN FERNANDO MISSION BLVD.,, MISSION HILLS, CA, 913451115
- Plan Type: DC
- Total Participants: 239
- Total Assets: $253.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 239 | $253.8M | $6.4M | $4.6M |
| 2023 | 231 | $227.1M | $6.2M | $4.5M |
| 2022 | 226 | $196.4M | $5.8M | $4.0M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $102,157 | — | — | — | — |
| 2023 | $94,081 | — | — | — | — |
| 2022 | $89,547 | — | — | — | — |