Plan Snapshot
- Plan Sponsor: Medical Management International, INC.
- Sponsor EIN: 931132244
- Sponsor Address: 18101 SE 6TH WAY, VANCOUVER, WA, 98683
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $830
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $830 | $29.8M | $72.0M |
| 2022 | 20,573 | $669.4M | $30.8M | $74.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $999,882 | — | $999,882 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $47,949 | — | $47,949 |
| LCG ASSOCIATES | Investment Advisor | $44,449 | — | $44,449 |
| GEFFEN MESHER & COMPANY, P.C. | Auditor | $32,120 | — | $32,120 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- GEFFEN MESHER & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,124,400
- Estimated Expense Ratio: 135469.880% 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 |
|---|---|---|---|---|---|
| 2023 | $1,265,372 | $65,701 | $700 | $59,302 | — |
| 2022 | $1,129,274 | — | — | — | — |