Plan Snapshot
- Plan Sponsor: Pacific Medical, INC.
- Sponsor EIN: 943170060
- Sponsor Address: 1700 N. CHRISMAN ROAD, TRACY, CA, 95304
- Plan Type: DC
- Total Participants: 416
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 416 | $21.9M | $0 | $2.0M |
| 2023 | 397 | $19.8M | $0 | $1.7M |
| 2022 | 384 | $16.2M | $0 | $1.5M |
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, INC. | NONE | $55,672 | — | $55,672 |
| PORTICO WEALTH ADVISORS | NONE | $41,911 | — | $41,911 |
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,583
- Estimated Expense Ratio: 0.445% 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 | $97,583 | $41,911 | $55,672 | — | — |
| 2023 | $88,182 | $36,071 | $52,111 | — | — |
| 2022 | $81,829 | $35,346 | $38,040 | — | $8,443 |