Plan Snapshot
- Plan Sponsor: Marshall Medical Center
- Sponsor EIN: 206019079
- Sponsor Address: 1100 MARSHALL WAY, PLACERVILLE, CA, 95667
- Plan Type: DB
- Total Participants: 851
- Total Assets: $111.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 851 | $111.4M | $0 | $0 |
| 2023 | 934 | $109.4M | $0 | $0 |
| 2022 | 1,149 | $183.7M | $0 | $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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $246,804 | — | $246,804 |
| BLACKROCK INST TRUST CO, NA | NONE | $80,303 | — | $80,303 |
| US BANK | NONE | $40,868 | — | $40,868 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- US BANK — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $367,975
- Estimated Expense Ratio: 0.330% 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 | $287,671 | — | $184,821 | — | — |
| 2023 | $208,283 | — | — | — | — |
| 2022 | $91,384 | — | — | — | $91,384 |