Plan Snapshot
- Plan Sponsor: Sierra Pacific Orthopaedic Center Medical Group, INC.
- Sponsor EIN: 770548187
- Sponsor Address: 1630 E. HERNDON AVENUE, FRESNO, CA, 93720
- Plan Type: DC
- Total Participants: 187
- Total Assets: $52.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 187 | $52.4M | $1.4M | $1.3M |
| 2023 | 180 | $51.1M | $1.3M | $1.1M |
| 2022 | 156 | $41.5M | $1.2M | $1.0M |
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 |
|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | CONTRACT ADMINISTRATION | $128,656 | — | $128,656 |
| CETERA ADVISOR NETWORKS LLC | INVESTMENT ADVISORY | $91,017 | — | $91,017 |
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,673
- Estimated Expense Ratio: 0.420% 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 | $219,673 | $91,017 | $128,656 | — | — |
| 2023 | $201,061 | $81,495 | $119,566 | — | — |
| 2022 | $196,455 | $79,887 | $116,568 | — | — |