Plan Snapshot
- Plan Sponsor: North East Medical Services
- Sponsor EIN: 941722562
- Sponsor Address: 2171 JUNIPERO SERRA BLVD. SUITE 700, DALY CITY, CA, 94014
- Plan Type: 401(k)
- Total Participants: 1,096
- Total Assets: $175.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,096 | $175.0M | $8.8M | $8.2M |
| 2023 | 1,015 | $144.0M | $7.5M | $6.5M |
| 2022 | 921 | $111.0M | $5.4M | $4.9M |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $207,771 | — | $207,771 | — | — |
| 2023 | $248,496 | — | $248,496 | — | — |
| 2022 | $300,264 | — | $300,264 | — | — |