Plan Snapshot
- Plan Sponsor: Providence Medical Group, Northern California
- Sponsor EIN: 881779768
- Sponsor Address: 200 W. CENTER ST. PROMENADE STE 800, ANAHEIM, CA, 92805
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $120.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 369 | $120.7M | $10.9M | $5.7M |
| 2023 | 351 | $91.6M | $10.3M | $5.1M |
| 2022 | 344 | $21.1M | $8.3M | $1.9M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
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 | $84,373 | $80,267 | — | — | — |
| 2023 | $26,979 | $26,979 | — | — | — |
| 2022 | — | — | — | — | — |