# Sharp Rees-Stealy Medical Group, INC DB Plan
Source: https://planprovider.pro/companies/sharp-rees-stealy-medical-group-inc-plan-005

> Sharp Rees-Stealy Medical Group, INC's DB plan: 254 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 DRIVE, SUITE A, SAN DIEGO, CA, 92111

- **Plan Type:** DB

- **Total Participants:** 254

- **Total Assets:** $55.4M

## 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.|

| 2024|254|$55.4M|$6.8M|$0|

| 2023|251|$49.4M|$7.5M|$0|

| 2022|248|$41.4M|$7.7M|$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|

| 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|$199,574|$61,336|—|—|—|

| 2023|$281,276|$153,856|—|$9,000|—|

| 2022|$269,888|$126,511|—|—|$119,881|

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