Plan Snapshot
- Plan Sponsor: Loma Linda University Faculty Medical Group
- Sponsor EIN: 330672915
- Sponsor Address: 11175 CAMPUS STREET, LOMA LINDA, CA, 92350
- Plan Type: DC
- Total Participants: 3,932
- Total Assets: $699.9M
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 | 3,932 | $699.9M | $43.0M | $0 |
| 2023 | 3,892 | $612.7M | $40.8M | $0 |
| 2022 | 3,885 | $516.6M | $37.5M | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, 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 | $290,527 | — | — | — | — |
| 2023 | $162,073 | — | — | — | — |
| 2022 | $161,617 | — | — | — | $600 |