Plan Snapshot
- Plan Sponsor: Red Oaks Medical Group
- Sponsor EIN: 941750150
- Sponsor Address: 2450 SISTER MARY COLUMBIA DRIVE, RED BLUFF, CA, 96080
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $313,866 | $650,640 |
| 2023 | 108 | $11.8M | $326,656 | $645,095 |
| 2022 | 115 | $10.7M | $281,709 | $556,122 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE CO | Recordkeeper | $77,310 | — | $77,310 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Other Service Provider | $24,570 | — | $24,570 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,880
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 | $107,317 | — | $26,897 | — | — |
| 2023 | $101,880 | — | — | — | — |
| 2022 | $95,239 | — | $95,239 | — | — |