Plan Snapshot
- Plan Sponsor: Medical Group Of Beverly Hills, INC.
- Sponsor EIN: 954077334
- Sponsor Address: 6500 WILSHIRE BLVD. STE 729, LOS ANGELES, CA, 90048
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $146.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 261 | $146.7M | $4.0M | $5.2M |
| 2023 | 242 | $122.2M | $4.0M | $4.8M |
| 2022 | 224 | $110.1M | $1.1M | $4.1M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $35,596 | — | $35,596 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $25,698 | — | $25,698 |
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,294
- Estimated Expense Ratio: 0.042% 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 | $63,255 | — | $63,255 | — | — |
| 2023 | $53,343 | — | $53,343 | — | — |
| 2022 | $53,009 | — | $53,009 | — | — |