Plan Snapshot
- Plan Sponsor: Gould Medical Group, INC.
- Sponsor EIN: 942151374
- Sponsor Address: 600 COFFEE ROAD, MODESTO, CA, 95355
- Plan Type: DB
- Plan Number: 004
- Total Participants: 134
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 134 | $33.7M | $2.8M | $0 |
| 2022 | 114 | $31.3M | $7.7M | $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 |
|---|---|---|---|---|
| OCTOBER THREE CONSULTING, LLC | Other Service Provider | $60,866 | — | $60,866 |
| KRAVITZ, LLC | Recordkeeper | $32,605 | — | $32,605 |
| MATRIX TRUST | Recordkeeper | $20,412 | — | $20,412 |
| NFP RETIREMENT INC. | Investment Advisor | $20,000 | — | $20,000 |
| BOWMAN & COMPANY LLP | Other Service Provider | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRAVITZ, LLC — Recordkeeper
- NFP RETIREMENT INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,383
- Estimated Expense Ratio: 0.447% 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 |
|---|---|---|---|---|---|
| 2023 | $162,609 | — | — | $16,500 | — |
| 2022 | $113,184 | $15,000 | — | — | $87,624 |