Plan Snapshot
- Plan Sponsor: Sutter East Bay Medical Group, INC.
- Sponsor EIN: 201857625
- Sponsor Address: 2000 POWELL STREET, 10TH FLOOR, EMERYVILLE, CA, 94608
- Plan Type: DC
- Total Participants: 505
- Total Assets: $244.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 505 | $244.0M | $13.2M | $7.7M |
| 2023 | 402 | $200.0M | $10.9M | $6.4M |
| 2022 | 361 | $160.7M | $9.5M | $5.4M |
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 |
|---|---|---|---|---|
| NWK GROUP | PLAN ADMINISTRATOR | $60,000 | — | $60,000 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,000
- Estimated Expense Ratio: 0.025% 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 | -$25,629 | — | $900 | — | — |
| 2023 | -$29,766 | $60,000 | — | — | — |
| 2022 | $8,813 | — | — | — | — |