Plan Snapshot
- Plan Sponsor: Sharp Rees-Stealy Medical Group, INC.
- Sponsor EIN: 330106028
- Sponsor Address: 5651 COPLEY DR, SUITE A, SAN DIEGO, CA, 92111
- Plan Type: DC
- Total Participants: 346
- Total Assets: $307.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 346 | $307.4M | $16.3M | $0 |
| 2023 | 342 | $264.9M | $16.1M | $0 |
| 2022 | 481 | $234.0M | $15.2M | $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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBERG | 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 | $647,530 | $647,530 | — | — | — |
| 2023 | $968,737 | $908,320 | $14,864 | — | — |
| 2022 | $1,073,019 | $978,041 | $7,683 | — | — |