Plan Snapshot
- Plan Sponsor: Mission Healthcare Services, LLC
- Sponsor EIN: 462377559
- Sponsor Address: 2365 NORTHSIDE DRIVE, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 1,263
- Total Assets: $26.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,263 | $26.9M | $20,098 | $4.9M |
| 2023 | 1,055 | $22.3M | $4,197 | $4.5M |
| 2022 | 1,241 | $17.0M | $161 | $4.0M |
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 | $89,122 | — | $89,122 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $30,000 | — | $30,000 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $6,475 | — | $6,475 |
| BAKER TILLY US,LLP | Auditor | $6,475 | — | $6,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- BAKER TILLY US,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,072
- Estimated Expense Ratio: 0.491% 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 |
|---|---|---|---|---|---|
| 2024 | $125,597 | $30,000 | — | $6,475 | — |
| 2023 | $102,037 | $19,625 | — | — | — |
| 2022 | $64,564 | — | — | — | — |