Plan Snapshot
- Plan Sponsor: St. Jude Heritage Medical Group, A Medical Corporation
- Sponsor EIN: 330562468
- Sponsor Address: 200 W CENTER ST. PROMENADE, STE 800, ANAHEIM, CA, 92805
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $332.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 376 | $332.7M | $13.6M | $6.5M |
| 2023 | 355 | $280.1M | $12.5M | $6.3M |
| 2022 | 349 | $232.2M | $11.4M | $5.6M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $7,475 | — | $7,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,475
- Estimated Expense Ratio: 0.002% 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 | $281,052 | $18,495 | — | $7,475 | — |
| 2023 | $201,627 | $38,360 | — | $14,500 | — |
| 2022 | $188,254 | $156,483 | — | — | $31,771 |