# Saint Agnes Medical Providers 401(k) Plan
Source: https://planprovider.pro/companies/saint-agnes-medical-providers-401k-plan

> Saint Agnes Medical Providers's 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| REGENCY INVESTMENT ADVISORS|ADVISOR|$62,229|—|$62,229|

| PROACCOUNT|ADVISOR|$9,489|—|$9,489|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REGENCY INVESTMENT ADVISORS](https://planprovider.pro/provider/regency-investment-advisors-inc) — ADVISOR

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — ADVISOR

- [BAKER TILLY US LLP](https://planprovider.pro/provider/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:** $71,718

- **Estimated Expense Ratio:** 0.350% 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|$100,192|$100,192|—|—|—|

| 2023|$65,309|—|$65,309|—|—|

| 2022|$53,325|$53,325|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/saint-agnes-medical-providers-401k-plan)

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