Plan Snapshot
- Plan Sponsor: Foothill Cardiology Medical Group, INC.
- Sponsor EIN: 953350882
- Sponsor Address: 235 E BADILLO ST., COVINA, CA, 91723
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $38.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 103 | $38.9M | $984,166 | $889,090 |
| 2023 | 88 | $31.4M | $896,879 | $822,353 |
| 2022 | 85 | $25.3M | $760,726 | $720,060 |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY, 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 | $29,549 | $462 | — | — | — |
| 2023 | $37,229 | $1,505 | $34,419 | — | — |
| 2022 | $53,524 | — | $41,455 | — | $12,069 |