# Pediatric Subspecialty Faculty, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pediatric-subspecialty-faculty-inc-401k-plan

> Pediatric Subspecialty Faculty, INC.'s 401(k) plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pediatric Subspecialty Faculty, INC.

- **Sponsor EIN:** 330930025

- **Sponsor Address:** 1201 W. LAVETA AVENUE, ORANGE, CA, 92868

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

- **Total Participants:** 325

- **Total Assets:** $200.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|325|$200.6M|$10.3M|$6.5M|

| 2023|298|$161.8M|$9.5M|$5.0M|

| 2022|279|$131.8M|$8.5M|$4.3M|

## 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|

| FIDELITY INVESTMENTS|CONTRACT ADMIN|$48,243|—|$48,243|

| WINDES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — CONTRACT ADMIN

- [WINDES, INC.](https://planprovider.pro/provider/windes-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,243

- **Estimated Expense Ratio:** 0.024% 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|$48,243|—|—|—|—|

| 2023|$42,955|—|$42,955|—|—|

| 2022|$50,750|—|$50,750|—|—|

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