Plan Snapshot
- Plan Sponsor: Pueblo Radiology Medical Group, INC .
- Sponsor EIN: 952862709
- Sponsor Address: 2320 BATH STREET, SUITE 208, SANTA BARBARA, CA, 93105
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $48.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 96 | $48.5M | $934,436 | $640,622 |
| 2023 | 98 | $41.0M | $1.0M | $719,802 |
| 2022 | 93 | $37.5M | $1.1M | $824,669 |
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 | $129,798 | $126,623 | — | — | — |
| 2023 | $110,984 | $107,459 | — | — | — |
| 2022 | $110,490 | $85,796 | — | — | — |