Plan Snapshot
- Plan Sponsor: Saint Agnes Medical Providers
- Sponsor EIN: 461465093
- Sponsor Address: 1111 E SPRUCE AVE., SUITE 431, FRESNO, CA, 93720
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 94 | $20.5M | $108,858 | $1.8M |
| 2023 | 117 | $17.4M | $120,092 | $1.8M |
| 2022 | 115 | $12.2M | $142,388 | $1.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $100,192 | $100,192 | — | — | — |
| 2023 | $65,309 | — | $65,309 | — | — |
| 2022 | $53,325 | $53,325 | — | — | — |