# North East Medical Services DC Plan
Source: https://planprovider.pro/companies/north-east-medical-services-plan-001

> North East Medical Services's DC plan: 1,096 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** DC

- **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|

| NEWPORT GROUP / NEWPORT TRUST CO.|RECORDKEEPER & TRUSTEE|$138,446|—|$138,446|

| PENSION BENEFIT CONSULTANTS|THIRD PARTY ADMINISTRATO|$69,450|—|$69,450|

| 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](https://planprovider.pro/provider/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:** $207,896

- **Estimated Expense Ratio:** 0.119% 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|$207,771|—|$207,771|—|—|

| 2023|$248,496|—|$248,496|—|—|

| 2022|$300,264|—|$300,264|—|—|

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