# Monica Perlman, Md, INC. 401(k) Plan
Source: https://planprovider.pro/companies/monica-perlman-md-inc-401k-plan

> Monica Perlman, Md, INC.'s 401(k) plan: 386 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Bay Area Surgical Specialists Medical Corporation](https://planprovider.pro/companies/bay-area-surgical-specialists-medical-corporation-plan) — 385 participants

- [California Cancer Associates For](https://planprovider.pro/companies/california-cancer-associates-for-401k-plan) — 387 participants

- [California Eye Specialists Medical Group, INC.](https://planprovider.pro/companies/california-eye-specialists-med-plan) — 395 participants

- [St. Jude Heritage Medical Group, A Medical Corporation](https://planprovider.pro/companies/st-jude-heritage-medical-group-a-medical-corporation-401k-plan) — 376 participants

- [Tiburcio Vasquez Health Center](https://planprovider.pro/companies/tiburcio-vasquez-health-center-401k-plan) — 372 participants

- [Providence Medical Group, Northern California](https://planprovider.pro/companies/providence-medical-group-northern-california-plan-001) — 369 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/monica-perlman-md-inc-401k-plan)

© 2026 PlanProvider.Pro