# Sharp Rees-Stealy Medical Group, INC. DC Plan
Source: https://planprovider.pro/companies/sharp-rees-stealy-medical-group-inc-plan-001

> Sharp Rees-Stealy Medical Group, INC.'s DC plan: 346 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CHARLES SCHWAB|NONE|$292,820|—|$292,820|

| MORGAN STANLEY|NONE|$119,498|—|$119,498|

| MERRILL LYNCH|NONE|$60,837|—|$60,837|

| WELLS FARGO ADVISORS|NONE|$43,763|—|$43,763|

| FIDELITY INVESTMENTS|NONE|$33,085|—|$33,085|

| NWPS|RECORDKEEPER|$15,477|—|$15,477|

| LPL FINANCIAL|NONE|$15,221|—|$15,221|

| UBS|NONE|$14,189|—|$14,189|

| RAYMOND JAMES|NONE|$13,667|—|$13,667|

| PERSHING|NONE|$10,028|—|$10,028|

| HILLTOP SECURITIES, INC.|NONE|$5,929|—|$5,929|

| LAVINE, LOFGREN, MORRIS & ENGELBERG|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — NONE

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — NONE

- [NWPS](https://planprovider.pro/provider/nwps) — RECORDKEEPER

- [LPL FINANCIAL](https://planprovider.pro/provider/equitable) — NONE

- [UBS](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [RAYMOND JAMES](https://planprovider.pro/provider/raymond-james-financial-inc) — NONE

- [PERSHING](https://planprovider.pro/provider/northwestern-mutual) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $624,514

- **Estimated Expense Ratio:** 0.203% of plan assets

### 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|—|—|

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