# Mission Internal Medical Group, INC 401(k) Plan
Source: https://planprovider.pro/companies/mission-internal-medical-group-inc-401k-plan

> Mission Internal Medical Group, INC's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$66,913|—|$66,913|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$55,885|—|$55,885|

| FIRST NATIONAL BANK|NONE|$44,665|—|$44,665|

| FINANCIAL SERVICES ADVISORY IN|NONE|$40,675|—|$40,675|

| ONEDIGITAL INVESTMENT ADVISORS|NONE|$38,923|—|$38,923|

| PRIVATE MANAGEMENT GROUP INC|NONE|$29,241|—|$29,241|

| HIGHTOWER ADVISORS LLC|NONE|$23,656|—|$23,656|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FIRST NATIONAL BANK](https://planprovider.pro/provider/first-national-corporation) — NONE

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mission-internal-medical-group-inc-401k-plan)

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