# Loma Linda University Faculty Medical Group DC Plan
Source: https://planprovider.pro/companies/loma-linda-university-faculty-medical-group-plan-003

> Loma Linda University Faculty Medical Group's DC plan: 3,876 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| T ROWE PRICE RPS INC|NONE|$9,441|—|$9,441|

| 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:** $9,441

- **Estimated Expense Ratio:** 0.003% 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|$9,741|—|—|—|—|

| 2023|$5,246|—|—|—|—|

| 2022|$5,251|—|—|—|$600|

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