Plan Snapshot
- Plan Sponsor: Signature Healthcare Services, LLC
- Sponsor EIN: 383544746
- Sponsor Address: 2065 COMPTON AVENUE, CORONA, CA, 92881
- Plan Type: 401(k)
- Total Participants: 5,611
- Total Assets: $55.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 5,611 | $55.6M | -$43 | $10.2M |
| 2022 | 4,880 | $44.6M | $20,686 | $8.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $689,326 | — | $689,326 |
| RAYMOND JAMES | INVESTMENT ADVISOR | $143,850 | — | $143,850 |
| RAYMOND JAMES FINANCIAL SERVICES | BROKER/ADVISER | — | $41,114 | $41,114 |
| WALTER BOESKY & ASSOCIATES PC | AUDITOR | $30,400 | — | $30,400 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $27,262 | — | $27,262 |
| WALTER,BOESKY&ASSOCIATES,P | Auditor | $15,200 | — | $15,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALTER,BOESKY&ASSOCIATES,P — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $947,152
- Estimated Expense Ratio: 1.703% 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 |
|---|---|---|---|---|---|
| 2023 | $540,880 | $145,334 | — | $15,200 | — |
| 2022 | $84,043 | — | $69,668 | — | $14,375 |