Plan Snapshot
- Plan Sponsor: Greater Modesto Medical Surgical Associates, INC
- Sponsor EIN: 264290978
- Sponsor Address: 1541 FLORIDA AVENUE, MODESTO, CA, 95350
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $35.5M
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 | 119 | $35.5M | $1.0M | $2.2M |
| 2023 | 167 | $33.6M | $1.2M | $2.6M |
| 2022 | 163 | $27.4M | $1.2M | $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 |
|---|---|---|---|---|
| ATHERTON & ASSOCIATES, LLP | Auditor | — | — | $0 |
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 | $60,805 | $68,420 | — | — | — |
| 2023 | $73,274 | $59,241 | — | — | — |
| 2022 | $69,335 | — | — | — | — |