Plan Snapshot
- Plan Sponsor: Monica Perlman, Md, INC.
- Sponsor EIN: 202138632
- Sponsor Address: 9850 GENESEE AVENUE SUITE 320, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Total Participants: 386
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 386 | $7.2M | $670,668 | $1.1M |
| 2023 | 131 | $4.7M | $338,273 | $750,453 |
| 2022 | 208 | $3.2M | $153,594 | $432,769 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,711 | $29,016 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $7,296 | — | $7,296 | — | — |