Plan Snapshot
- Plan Sponsor: Rady Children'S Physician Management Services, INC.
- Sponsor EIN: 330670694
- Sponsor Address: 3880 MURPHY CANYON ROAD, SAN DIEGO, CA, 921234411
- Plan Type: 401(k)
- Total Participants: 605
- Total Assets: $23.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 605 | $23.4M | $1.2M | $2.2M |
| 2023 | 523 | $18.4M | $1.1M | $2.0M |
| 2022 | 496 | $14.1M | $859,405 | $1.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | 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 | $68,756 | $37,733 | — | — | — |
| 2023 | $53,740 | $29,647 | — | — | — |
| 2022 | $47,424 | — | — | — | — |