Plan Snapshot
- Plan Sponsor: Imperial Valley Family Care Medical Group, Apc
- Sponsor EIN: 330652678
- Sponsor Address: 516 W. ATEN ROAD, SUITE 2, IMPERIAL, CA, 92251
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 237 | $11.9M | $690,222 | $610,361 |
| 2023 | 234 | $10.6M | $741,293 | $632,104 |
| 2022 | 269 | $7.5M | $690,058 | $607,427 |
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 |
|---|---|---|---|---|
| HASKELL & WHITE 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 | $31,325 | — | $31,325 | — | — |
| 2023 | $31,263 | — | $31,263 | — | — |
| 2022 | $47,886 | — | $47,886 | — | — |