Plan Snapshot
- Plan Sponsor: Sutter Medical Group, INC.
- Sponsor EIN: 680002401
- Sponsor Address: 2700 GATEWAY OAKS DRIVE, SACRAMENTO, CA, 95833
- Plan Type: 401(k)
- Total Participants: 1,247
- Total Assets: $1.0B
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 | 1,247 | $1.0B | $37.6M | $25.5M |
| 2023 | 1,056 | $887.0M | $32.7M | $22.2M |
| 2022 | 1,030 | $745.0M | $30.9M | $19.9M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $208,863 | $104,029 | $3,000 | — | — |
| 2023 | $356,490 | $151,541 | $600 | — | — |
| 2022 | $337,981 | $150,544 | — | — | — |