Plan Snapshot
- Plan Sponsor: Health Group Management, LLC
- Sponsor EIN: 474585795
- Sponsor Address: 31752 S COAST HIGHWAY SUITE 300, LAGUNA BEACH, CA, 92651
- Plan Type: 401(k)
- Total Participants: 2,308
- Total Assets: $12.1M
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 | 2,308 | $12.1M | $891,941 | $1.9M |
| 2023 | 1,917 | $9.1M | $536,403 | $1.6M |
| 2022 | 1,648 | $6.5M | $405,130 | $1.3M |
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 |
|---|---|---|---|---|
| LINKED ACCOUNTING | 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 | $9,712 | — | — | — | — |
| 2023 | $6,785 | — | — | — | — |
| 2022 | $5,063 | — | $5,063 | — | — |