Plan Snapshot
- Plan Sponsor: Noah Medical Corporation
- Sponsor EIN: 832077309
- Sponsor Address: 2075 ZANKER RD, SAN JOSE, CA, 95131
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $11.0M
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 | 351 | $11.0M | $0 | $3.1M |
| 2023 | 277 | $7.0M | $0 | $2.4M |
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 |
|---|---|---|---|---|
| ASSUREDPARTNERS INVESTMENT ADVISORS | NONE | $22,548 | — | $22,548 |
| STANCORP FINANCIAL GROUP | NONE | $17,929 | — | $17,929 |
| M HOLDING SECURITIES, INC. | NONE | $16,949 | — | $16,949 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSUREDPARTNERS INVESTMENT ADVISORS — NONE
- STANCORP FINANCIAL GROUP — NONE
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,426
- Estimated Expense Ratio: 0.521% 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 | $57,501 | $39,497 | $18,004 | — | — |
| 2023 | $21,164 | $14,323 | $6,841 | — | — |