Plan Snapshot
- Plan Sponsor: Peach Tree Healthcare
- Sponsor EIN: 680371679
- Sponsor Address: 1114 YUBA STREET, SUITE 220, MARYSVILLE, CA, 95901
- Plan Type: DC
- Total Participants: 165
- Total Assets: $2.2M
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 | 165 | $2.2M | $0 | $0 |
| 2023 | 153 | $2.1M | $0 | $0 |
| 2022 | 119 | $1.8M | $146,319 | $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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $14,031 | — | $14,031 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,031
- Estimated Expense Ratio: 0.635% 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 | $14,031 | — | $14,031 | — | — |
| 2023 | $12,956 | $2,573 | $10,383 | — | — |
| 2022 | $16,327 | — | $16,327 | — | — |