Plan Snapshot
- Plan Sponsor: Medpoint Management, INC.
- Sponsor EIN: 954559299
- Sponsor Address: 15301 VENTURA BLVD, SHERMAN OAKS, CA, 91403
- Plan Type: 401(k)
- Total Participants: 1,066
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,066 | $34.9M | $2.1M | $3.1M |
| 2023 | 946 | $28.1M | $1.8M | $2.7M |
| 2022 | 787 | $20.9M | $1.4M | $2.2M |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $127,645 | $53,514 | — | — | — |
| 2023 | $42,576 | — | $42,576 | — | — |
| 2022 | $50,717 | $16,119 | $34,598 | — | — |