Plan Snapshot
- Plan Sponsor: Medic Ambulance Service, INC.
- Sponsor EIN: 942725852
- Sponsor Address: 1001 TEXAS ST., FAIRFIELD, CA, 94533
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 303 | $11.4M | $376,614 | $613,345 |
| 2023 | 194 | $8.8M | $327,349 | $529,979 |
| 2022 | 214 | $6.9M | $303,678 | $492,236 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $44,563 | — | $44,563 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | RECORDKEEPER | $15,527 | — | $15,527 |
| BFBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,090
- Estimated Expense Ratio: 0.526% 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 | $61,890 | $44,563 | $1,800 | — | — |
| 2023 | $47,409 | $35,271 | $700 | — | — |
| 2022 | $48,842 | $48,842 | — | — | — |