Plan Snapshot
- Plan Sponsor: Salem Radiology Consultants, P.C
- Sponsor EIN: 930619379
- Sponsor Address: P. O. BOX 12989, SALEM, OR, 97309
- Plan Type: DC
- Total Participants: 98
- Total Assets: $54.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 98 | $54.0M | $1.5M | $1.0M |
| 2023 | 92 | $46.6M | $1.5M | $889,386 |
| 2022 | 93 | $40.7M | $1.4M | $817,446 |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $60,777 | — | $60,777 |
| ALDRICH WEALTH, LIMITED PARTNERSHIP | NONE | $41,000 | — | $41,000 |
| CHARLES SCHWAB TRUST BANK | NONE | $1 | $15,140 | $15,141 |
| MOSS ADAMS | NONE | $13,010 | — | $13,010 |
| BAKER TILLY US, LLP | Auditor | $13,010 | — | $13,010 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- ALDRICH WEALTH, LIMITED PARTNERSHIP — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- MOSS ADAMS — NONE
- 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: $142,938
- Estimated Expense Ratio: 0.265% 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 | $114,771 | $41,000 | — | $13,010 | — |
| 2023 | $100,625 | $39,750 | — | $17,194 | — |
| 2022 | $76,021 | — | — | — | $76,021 |