Plan Snapshot
- Plan Sponsor: Inland Psychiatric Medical Group
- Sponsor EIN: 330539376
- Sponsor Address: 1809 W. REDLANDS BLVD, REDLANDS, CA, 92373
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 157 | $2.8M | $180,141 | $371,664 |
| 2023 | 142 | $2.1M | $174,325 | $323,292 |
| 2022 | 129 | $1.4M | $157,030 | $305,469 |
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 |
|---|---|---|---|---|
| MAP TO YOUR WEALTH LLC | ADVISOR | $9,308 | — | $9,308 |
| SPAFFORD AND LANDRY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPAFFORD AND LANDRY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,308
- Estimated Expense Ratio: 0.336% 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 |
|---|---|---|---|---|---|
| 2024 | $14,453 | $11,145 | — | — | — |
| 2023 | $10,642 | $8,570 | — | — | — |
| 2022 | $7,209 | $7,209 | — | — | — |