# Pacific Cardiovascular Associates Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pacific-cardiovascular-associates-medical-group-inc-401k-plan

> Pacific Cardiovascular Associates Medical Group, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pacific Cardiovascular Associates Medical Group, INC.

- **Sponsor EIN:** 330168095

- **Sponsor Address:** 3080 BRISTOL STREET, STE 150, COSTA MESA, CA, 92626

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

- **Total Participants:** 137

- **Total Assets:** $12.4M

## 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|137|$12.4M|$366,423|$796,605|

| 2023|157|$10.1M|$324,047|$648,828|

| 2022|118|$8.1M|$308,248|$633,745|

## 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|

| VASQUEZ & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VASQUEZ & COMPANY LLP](https://planprovider.pro/provider/vasquez-and-company-llp) — 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|$8,617|$5,992|—|—|—|

| 2023|$8,116|—|$8,116|—|—|

| 2022|$5,635|$3,997|—|—|$1,638|

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