Plan Snapshot
- Plan Sponsor: Prime Providers California LLC
- Sponsor EIN: 853729966
- Sponsor Address: 180 E OCEAN BLVD, LONG BEACH, CA, 90802
- Plan Type: 401(k)
- Total Participants: 2,328
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,328 | $4.9M | $267,626 | $1.2M |
| 2023 | 2,186 | $2.9M | $144,586 | $563,986 |
| 2022 | 426 | $1.7M | $96,496 | $393,775 |
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 |
|---|---|---|---|---|
| MICHAEL J. CONKEY AND ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $59,900 | $136 | — | — | — |
| 2023 | $45,881 | — | — | — | — |
| 2022 | $25,061 | — | — | — | — |