# Monterey Bay Gi Consultants Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/monterey-bay-gi-consultants-medical-group-inc-plan

> Monterey Bay Gi Consultants Medical Group, INC.'s 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monterey Bay Gi Consultants Medical Group, INC.

- **Sponsor EIN:** 770139017

- **Sponsor Address:** 23 UPPER RAGSDALE DRIVE, MONTEREY, CA, 93940

- **Plan Type:** 401(k)

- **Total Participants:** 72

- **Total Assets:** $19.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|72|$19.2M|$587,555|$397,625|

| 2023|60|$17.4M|$505,681|$335,830|

| 2022|58|$13.5M|$468,320|$337,205|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|SERVICE PROVIDER|—|$12,716|$12,716|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,716

- **Estimated Expense Ratio:** 0.066% 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|$2,887,642|—|$5,904|—|—|

| 2023|$168,695|—|$37,399|—|—|

| 2022|$336,928|—|$53,255|—|—|

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