Plan Snapshot
- Plan Sponsor: Scripps Clinic Medical Group, INC.
- Sponsor EIN: 952885574
- Sponsor Address: 10666 NORTH TORREY PINES ROAD, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Total Participants: 1,073
- Total Assets: $962.1M
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 | 1,073 | $962.1M | $27.1M | $18.7M |
| 2023 | 1,136 | $834.8M | $26.3M | $16.8M |
| 2022 | 1,102 | $661.1M | $23.8M | $14.7M |
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 |
|---|---|---|---|---|
| HUTCHINSON & BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON & BLOODGOOD LLP — Auditor
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 | $1,799,989 | $1,799,289 | — | — | — |
| 2023 | $1,534,432 | $1,533,832 | — | — | — |
| 2022 | $1,538,952 | $925,665 | — | — | — |