Plan Snapshot
- Plan Sponsor: Signature Healthcare Services, LLC
- Sponsor EIN: 383544748
- Sponsor Address: 2065 COMPTON AVENUE, CORONA, CA, 92881
- Plan Type: 401(k)
- Total Participants: 5,156
- Total Assets: $59.9M
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. |
|---|---|---|---|---|
| 2024 | 5,156 | $59.9M | -$75 | $10.0M |
| 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 | $607,514 | — | $607,514 |
| RAYMOND JAMES | INVESTMENT ADVISOR | $115,090 | — | $115,090 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $17,913 | — | $17,913 |
| WALTER BOESKY & ASSOCIATES PC | AUDITOR | $16,300 | — | $16,300 |
| WALTER, BOESKY & ASSOCIATES, P. | Auditor | $16,300 | — | $16,300 |
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: $773,117
- Estimated Expense Ratio: 1.291% 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 | $757,695 | $133,003 | — | $16,300 | — |
| 2022 | $84,043 | — | $69,668 | — | $14,375 |