Plan Snapshot
- Plan Sponsor: Mountain View Scribe Services Gr
- Sponsor EIN: 831518488
- Sponsor Address: 999 SAN BERNARDINO ROAD, UPLAND, CA, 91730
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 149
- Total Assets: $210,276
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 149 | $210,276 | $0 | $0 |
| 2024 | 152 | $138,897 | $56,837 | $40,099 |
| 2023 | 137 | $77,349 | $0 | $42,516 |
| 2022 | 142 | $38,458 | $0 | $30,823 |
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 |
|---|---|---|---|---|
| PLAN CHECK CPAS LLC | 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 |
|---|---|---|---|---|---|
| 2025 | $46,492 | $88 | — | — | — |
| 2024 | $4,991 | — | — | — | — |
| 2023 | $1,558 | — | — | — | — |
| 2022 | $3,395 | — | — | — | — |