# Pulmonary Medicine Associates Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pulmonary-medicine-associates-medical-group-inc-401k-plan

> Pulmonary Medicine Associates Medical Group, INC.'s 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/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|—|—|—|

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