Plan Snapshot
- Plan Sponsor: San Diego Diagnostic Radiology Medical Group, INC.
- Sponsor EIN: 952669833
- Sponsor Address: 8745 AERO DRIVE, SAN DIEGO, CA, 921931774
- Plan Type: DC
- Total Participants: 147
- Total Assets: $116.3M
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 | 147 | $116.3M | $2.6M | $957,291 |
| 2023 | 162 | $126.4M | $3.5M | $1.3M |
| 2022 | 229 | $121.2M | $3.6M | $1.4M |
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 |
|---|---|---|---|---|
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $97,457 | — | $97,457 |
| JACOBS & COMPANY LLC | Other Service Provider | $42,339 | — | $42,339 |
| RG FINANCIAL LLC | Other Service Provider | $24,709 | — | $24,709 |
| REBALANCE LLC | Other Service Provider | $14,260 | — | $14,260 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $8,918 | — | $8,918 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,683
- Estimated Expense Ratio: 0.161% 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 | $205,431 | $199,425 | — | — | — |
| 2023 | $208,057 | $203,257 | — | — | — |
| 2022 | $234,417 | $228,700 | — | — | — |