Plan Snapshot
- Plan Sponsor: Mission Internal Medical Group, INC
- Sponsor EIN: 952794408
- Sponsor Address: 26732 CROWN VALLEY PARKWAY, MISSION VIEJO, CA, 92691
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $141.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 148 | $141.0M | $5.8M | $3.3M |
| 2023 | 148 | $115.2M | $5.4M | $3.1M |
| 2022 | 147 | $90.1M | $5.0M | $2.9M |
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 |
|---|---|---|---|---|
| MORNINGSTAR INC | Recordkeeper | $66,913 | — | $66,913 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $55,885 | — | $55,885 |
| FIRST NATIONAL BANK | Investment Advisor | $44,665 | — | $44,665 |
| FINANCIAL SERVICES ADVISORY IN | Other Service Provider | $40,675 | — | $40,675 |
| ONEDIGITAL INVESTMENT ADVISORS | Recordkeeper | $38,923 | — | $38,923 |
| PRIVATE MANAGEMENT GROUP INC | Other Service Provider | $29,241 | — | $29,241 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $23,656 | — | $23,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR INC — Recordkeeper
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- FIRST NATIONAL BANK — Investment Advisor
- ONEDIGITAL INVESTMENT ADVISORS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $299,958
- Estimated Expense Ratio: 0.213% 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 | $302,453 | $291,233 | — | — | — |
| 2023 | $262,926 | $251,661 | — | — | — |
| 2022 | $232,205 | $185,400 | — | — | — |