Plan Snapshot
- Plan Sponsor: Pacific Medical Group, INC.
- Sponsor EIN: 813174339
- Sponsor Address: 212 AVENIDA FABRICANTE, SAN CLEMENTE, CA, 92672
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 75
- Total Assets: $3.7M
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. |
|---|---|---|---|---|
| 2024 | 75 | $3.7M | $218,822 | $378,747 |
| 2023 | 83 | $3.3M | $225,384 | $378,409 |
| 2022 | 97 | $2.6M | $254,111 | $440,326 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $24,607 | — | $24,607 |
| CBIZ INVESTMENT ADVISORY SVCS LLC | Investment Advisor | $12,752 | — | $12,752 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,359
- Estimated Expense Ratio: 1.022% 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 | $38,574 | $13,967 | — | — | — |
| 2023 | $24,501 | $8,379 | — | — | — |
| 2022 | $24,963 | — | $24,963 | — | — |