Plan Snapshot
- Plan Sponsor: Farallon Medical Alliance, LLC
- Sponsor EIN: 472544148
- Sponsor Address: 601 VAN NESS AVENUE, SUITE 3619, SAN FRANCISCO, CA, 94102
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $58.5M
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 | 163 | $58.5M | $3.3M | $2.4M |
| 2023 | 154 | $80.3M | $4.0M | $3.1M |
| 2022 | 133 | $67.3M | $3.4M | $2.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $249,898 | $100,718 | $38,327 | — | — |
| 2023 | $133,651 | — | — | — | — |
| 2022 | $113,685 | $100,361 | — | — | $13,324 |