# La Maestra Family Clinic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/la-maestra-family-clinic-inc-401k-plan

> La Maestra Family Clinic, INC.'s 401(k) plan: 930 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** La Maestra Family Clinic, INC.

- **Sponsor EIN:** 330473171

- **Sponsor Address:** 4060 FAIRMOUNT AVENUE, SAN DIEGO, CA, 92105

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

- **Total Participants:** 930

- **Total Assets:** $26.1M

## 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|930|$26.1M|$1.2M|$2.6M|

| 2023|746|$20.7M|$1.2M|$2.2M|

| 2022|750|$16.5M|$1.0M|$2.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$55,368|—|$55,368|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$48,235|—|$48,235|

| PKF SAN DIEGO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $103,603

- **Estimated Expense Ratio:** 0.397% 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|$103,603|$48,235|—|—|—|

| 2023|$84,385|$41,234|—|—|—|

| 2022|$81,779|—|—|—|—|

## Similar Plans

- [Hawaii Permanente Medical Group, INC.](https://planprovider.pro/companies/hawaii-permanente-medical-group-inc-plan-001) — 809 participants

- [Colorado Permanente Medical Group, P.C.](https://planprovider.pro/companies/colorado-permanente-medical-group-p-c-plan-001) — 760 participants

- [Central California Faculty Medical Group, INC.](https://planprovider.pro/companies/central-california-faculty-medical-group-inc-401k-plan) — 602 participants

- [The Southeast Permanente Medical Group](https://planprovider.pro/companies/the-southeast-permanente-medical-group-plan-002) — 1,264 participants

- [Borrego Community Health Foundation -](https://planprovider.pro/companies/borrego-community-health-foundation-plan) — 595 participants

- [Two Chairs Behavioral Health Group](https://planprovider.pro/companies/two-chairs-behavioral-health-group-plan-001) — 590 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/la-maestra-family-clinic-inc-401k-plan)

© 2026 PlanProvider.Pro