# Shield Healthcare Centers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shield-healthcare-centers-inc-401k-plan

> Shield Healthcare Centers, INC.'s 401(k) plan: 368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shield Healthcare Centers, INC.

- **Sponsor EIN:** 951940459

- **Sponsor Address:** 27911 W. FRANKLIN PARKWAY, VALENCIA, CA, 91355

- **Plan Type:** 401(k)

- **Total Participants:** 368

- **Total Assets:** $26.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|368|$26.3M|$358,734|$1.3M|

| 2023|344|$22.8M|$327,414|$1.2M|

| 2022|320|$19.2M|$294,019|$1.1M|

## 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|

| MILLIMAN|NONE|$47,470|—|$47,470|

| CHARLES SCHWAB TRUST BANK|NONE|$9,484|—|$9,484|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLIMAN](https://planprovider.pro/provider/milliman) — NONE

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,954

- **Estimated Expense Ratio:** 0.217% 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|$56,953|—|—|—|—|

| 2023|$45,305|—|—|—|—|

| 2022|$59,125|—|—|—|$59,125|

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