# Kern Radiology Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kern-radiology-medical-group-inc-plan

> Kern Radiology Medical Group, INC.'s 401(k) plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kern Radiology Medical Group, INC.

- **Sponsor EIN:** 770251480

- **Sponsor Address:** 2301 BAHAMAS DRIVE, BAKERSFIELD, CA, 93309

- **Plan Type:** 401(k)

- **Total Participants:** 55

- **Total Assets:** $13.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|55|$13.8M|$533,062|$413,741|

| 2023|60|$11.8M|$533,580|$389,088|

| 2022|61|$10.0M|$114,007|$386,632|

## 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|

| NORTH PIER FIDUCIARY MGMT.|ADVISOR|$15,001|—|$15,001|

| NEWPORT GROUP, INC.|RECORDKEEPER|$11,849|—|$11,849|

| NEWPORT TRUST COMPANY|TRUSTEE|$8,307|—|$8,307|

| BARBICH HOOPER KINGDILL HOFFMAN|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,157

- **Estimated Expense Ratio:** 0.255% 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|$35,157|$15,001|$640|—|—|

| 2023|$37,974|$16,458|$1,040|—|—|

| 2022|$29,025|—|$29,025|—|—|

## Similar Plans

- [Berkeley Emergency Medical Group, INC.](https://planprovider.pro/companies/berkeley-emergency-medical-group-inc-401k-plan) — 55 participants

- [San Jose Medical Group, INC.](https://planprovider.pro/companies/san-jose-medical-group-inc-plan-002) — 55 participants

- [Pacific Cancer Care](https://planprovider.pro/companies/pacific-cancer-care-401k-plan) — 54 participants

- [Cardiology Associates Medical Group, INC.](https://planprovider.pro/companies/cardiology-associates-medical-group-inc-plan) — 56 participants

- [Visalia Medical Clinic, INC.](https://planprovider.pro/companies/visalia-medical-clinic-inc-plan) — 54 participants

- [Anesthesia & Analgesia Medical Group, INC.](https://planprovider.pro/companies/anesthesia-analgesia-medical-group-inc-401k-plan) — 53 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kern-radiology-medical-group-inc-plan)

© 2026 PlanProvider.Pro