Plan Snapshot
- Plan Sponsor: San Diego Coastal Medical Group, INC.
- Sponsor EIN: 330776371
- Sponsor Address: 10010 CAMPUS POINT DRIVE, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $136.5M
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 | 286 | $136.5M | $4.6M | $5.6M |
| 2023 | 340 | $119.4M | $4.4M | $5.4M |
| 2022 | 338 | $98.6M | $3.7M | $4.7M |
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 |
|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | Investment Advisor | $12,353 | — | $12,353 |
| NATIONWIDE | Custodian / Trustee | $8,723 | — | $8,723 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,076
- Estimated Expense Ratio: 0.015% 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 | $44,868 | — | $44,868 | — | — |
| 2023 | $38,012 | — | $38,012 | — | — |
| 2022 | $32,568 | — | $32,568 | — | — |