Plan Snapshot
- Plan Sponsor: Medical Group Of Beverly Hills, INC.
- Sponsor EIN: 954077334
- Sponsor Address: 6500 WILSHIRE BLVD. 19TH FLOOR, LOS ANGELES, CA, 90048
- Plan Type: DB
- Total Participants: 213
- Total Assets: $34.2M
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 | 213 | $34.2M | $0 | $0 |
| 2023 | 164 | $32.3M | $3.0M | $0 |
| 2022 | 174 | $27.6M | $2.9M | $0 |
| 2021 | 177 | $27.8M | $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 |
|---|---|---|---|---|
| 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: $0
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 | $182,405 | $182,405 | — | — | — |
| 2023 | $155,171 | $155,171 | — | — | — |
| 2022 | $138,031 | $138,031 | — | — | — |
| 2021 | $127,213 | $127,213 | — | — | — |