Plan Snapshot
- Plan Sponsor: Pulmonary Medicine Associates Medical Group, INC.
- Sponsor EIN: 942221434
- Sponsor Address: 1300 ETHAN WAY, SACRAMENTO, CA, 95825
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $63.7M
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 | 154 | $63.7M | $2.2M | $1.6M |
| 2023 | 150 | $53.1M | $1.7M | $1.6M |
| 2022 | 140 | $39.7M | $1.4M | $1.3M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $43,511 | — | $43,511 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,608 | — | $35,608 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,451 | — | $11,451 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,570
- Estimated Expense Ratio: 0.142% 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 | $90,245 | $54,962 | — | — | — |
| 2023 | $31,663 | $9,401 | — | — | — |
| 2022 | $27,095 | $5,056 | — | — | — |