Plan Snapshot
- Plan Sponsor: Medical Clinic Of Sacramento, INC.
- Sponsor EIN: 942364338
- Sponsor Address: 3000 Q STREET, SACRAMENTO, CA, 95816
- Plan Type: 401(k)
- Total Participants: 542
- Total Assets: $320.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 542 | $320.2M | $11.0M | $12.8M |
| 2023 | 521 | $262.8M | $10.3M | $11.7M |
| 2022 | 507 | $207.3M | $9.1M | $10.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $36,564 | — | $36,564 |
| CLIFTONLARSONALLEN LLP | ACCOUNTANT/AUDITOR | $5,250 | — | $5,250 |
| WALTERS & SKLYAR LLP | Auditor | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,064
- Estimated Expense Ratio: 0.015% 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 | $16,069 | $36,564 | — | $5,250 | — |
| 2023 | $52,893 | $26,905 | — | $18,152 | — |
| 2022 | $8,307 | $25,080 | — | — | — |