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: 3,876
- Total Assets: $330.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,876 | $330.9M | $0 | $25.9M |
| 2023 | 3,834 | $278.6M | $0 | $24.7M |
| 2022 | 3,806 | $222.1M | $0 | $23.0M |
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 |
|---|---|---|---|---|
| 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 | $9,741 | — | — | — | — |
| 2023 | $5,246 | — | — | — | — |
| 2022 | $5,251 | — | — | — | $600 |