Plan Snapshot
- Plan Sponsor: Sutter North Medical Group, INC.
- Sponsor EIN: 680288405
- Sponsor Address: 969 PLUMAS STREET, SUITE 205, YUBA CITY, CA, 95991
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $84.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 91 | $84.1M | $3.0M | $1.5M |
| 2023 | 83 | $76.2M | $2.7M | $1.5M |
| 2022 | 82 | $64.1M | $2.7M | $1.2M |
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 | $59,865 | $35,917 | — | — | — |
| 2023 | $29,730 | $30,000 | $300 | — | — |
| 2022 | $30,733 | — | — | — | — |