Plan Snapshot
- Plan Sponsor: San Diego Sports Medicine And Family Health Center
- Sponsor EIN: 330061064
- Sponsor Address: 6699 ALVARADO ROAD, SUITE 2100, SAN DIEGO, CA, 92120
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $14.4M
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 | 124 | $14.4M | $877,953 | $539,798 |
| 2023 | 104 | $11.9M | $792,365 | $517,926 |
| 2022 | 99 | $9.2M | $747,519 | $480,394 |
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 |
|---|---|---|---|---|
| ALLAN BRACHMAN CPA INC | Auditor | — | — | $0 |
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 | $34,444 | — | $34,444 | — | — |
| 2023 | $42,996 | — | $36,996 | $6,000 | — |
| 2022 | $33,670 | — | $33,670 | — | — |