Plan Snapshot
- Plan Sponsor: Santa Cruz Medical Group, INC.
- Sponsor EIN: 300831235
- Sponsor Address: 3400 DATA DRIVE, RANCHO CORDOVA, CA, 95670
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $53.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 126 | $53.9M | $2.4M | $2.7M |
| 2023 | 124 | $44.1M | $2.3M | $2.5M |
| 2022 | 131 | $35.1M | $2.0M | $2.2M |
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 |
|---|---|---|---|---|
| WALTERS & SKLYAR LLP | 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 | $8,391 | $9,715 | — | — | — |
| 2023 | $19,460 | $17,587 | — | — | — |
| 2022 | $39,215 | $14,519 | — | — | — |