# Mission Healthcare Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mission-healthcare-services-llc-401k-plan

> Mission Healthcare Services, LLC's 401(k) plan: 1,263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [BAKER TILLY US,LLP](https://planprovider.pro/provider/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|—|—|—|—|

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