Memorial Research Medical Clinic 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Memorial Research Medical Clinic
  • Sponsor EIN: 330663715
  • Sponsor Address: 25381 COMMERCENTRE DRIVE, LAKE FOREST, CA, 92630
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 103
  • Total Assets: $2.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025103$2.8M$0$0
202459$2.5M$18,910$259,725
202378$4.5M$68,841$420,160
202298$4.7M$105,145$502,077

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