Plan Snapshot
- Plan Sponsor: Scripps Clinic Medical Group, INC.
- Sponsor EIN: 952885574
- Sponsor Address: 10666 N TORREY PINES RD MSC 129, LA JOLLA, CA, 920371027
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 170 | $75.2M | $3.7M | $0 |
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 |
|---|---|---|---|---|
| ALLIANCE BERNSTEIN LP | NONE | $140,784 | — | $140,784 |
| SCHWAB RETIREMENT PLAN SERVICE INC | NONE | $88,677 | — | $88,677 |
| JACKSON LEWIS PC | NONE | $20,896 | — | $20,896 |
| HUTCHINSON AND BLOODGOOD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICE INC — NONE
- HUTCHINSON AND BLOODGOOD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $250,357
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 |
|---|---|---|---|---|---|
| 2023 | $209,898 | — | — | — | — |
| 2022 | $266,109 | — | — | — | $161,680 |