# Medpoint Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/medpoint-management-inc-401k-plan

> Medpoint Management, INC.'s 401(k) plan: 1,066 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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