Plan Snapshot
- Plan Sponsor: The Aurray Group, INC. D/B/A Sutter West Bay Medical Group
- Sponsor EIN: 911875960
- Sponsor Address: 2015 STEINER STREET, SAN FRANCISCO, CA, 94115
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $149.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 221 | $149.2M | $5.1M | $3.8M |
| 2023 | 186 | $113.3M | $4.3M | $3.3M |
| 2022 | 179 | $85.1M | $3.9M | $3.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSON ALLEN LLP — Auditor
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 | $31,484 | $31,034 | — | — | — |
| 2023 | $21,209 | $20,834 | — | — | — |
| 2022 | $21,822 | $13,006 | — | — | — |