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: 401(k)
- Total Participants: 848
- Total Assets: $246.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 848 | $246.0M | $6.3M | $7.1M |
| 2023 | 659 | $214.5M | $5.8M | $0 |
| 2022 | 481 | $90.1M | $5.5M | $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 | $457,145 | $457,145 | — | — | — |
| 2023 | $358,873 | $350,047 | $4,402 | — | — |
| 2022 | $382,771 | $368,616 | $4,059 | — | — |