# Sierra Pacific Orthopaedic Center Medical Group, INC. DC Plan
Source: https://planprovider.pro/companies/sierra-pacific-orthopaedic-center-medical-group-inc-plan-001

> Sierra Pacific Orthopaedic Center Medical Group, INC.'s DC plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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