# Monterey Peninsula Surgery Center, LLC 401(k) Plan
Source: https://planprovider.pro/companies/monterey-peninsula-surgery-center-llc-401k-plan

> Monterey Peninsula Surgery Center, LLC's 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monterey Peninsula Surgery Center, LLC

- **Sponsor EIN:** 770470910

- **Sponsor Address:** 966 CASS STREET, SUITE 210, MONTEREY, CA, 93940

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

- **Total Participants:** 223

- **Total Assets:** $17.4M

## 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|223|$17.4M|$413,685|$819,706|

| 2023|219|$16.2M|$366,198|$847,470|

| 2022|223|$14.0M|$383,826|$809,545|

## 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|

| VALIC RETIREMENT SERVICES COMPANY|NONE|$100,374|—|$100,374|

| JOHANSON & YAU|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $100,374

- **Estimated Expense Ratio:** 0.578% 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|$100,374|—|$100,374|—|—|

| 2023|$86,269|—|$86,269|—|—|

| 2022|$87,056|—|$87,056|—|—|

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