Plan Snapshot
- Plan Sponsor: Palo Alto Foundation Medical Group, INC.
- Sponsor EIN: 510656809
- Sponsor Address: PO BOX 1900, MOUNTAIN VIEW, CA, 94042
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 55
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 55 | $15.5M | $251,803 | $0 |
| 2023 | 60 | $15.2M | $273,357 | $0 |
| 2022 | 69 | $14.7M | $244,863 | $0 |
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 |
|---|---|---|---|---|
| FUTUREPLAN | Other Service Provider | $28,750 | — | $28,750 |
| BERLA INVESTMENT CONSULTING | Other Service Provider | $18,635 | — | $18,635 |
| MILLER KAPLAN ARASE LLP | Auditor | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,385
- Estimated Expense Ratio: 0.397% 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 | $171,599 | $18,635 | — | $14,000 | — |
| 2023 | $372,916 | $25,320 | — | $11,500 | — |
| 2022 | $790,341 | — | — | — | — |