# The Doctors Management Company 401(k) Plan
Source: https://planprovider.pro/companies/the-doctors-management-company-401k-plan

> The Doctors Management Company's 401(k) plan: 839 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Doctors Management Company

- **Sponsor EIN:** 952958888

- **Sponsor Address:** 185 GREENWOOD ROAD, NAPA, CA, 945580900

- **Plan Type:** 401(k)

- **Total Participants:** 839

- **Total Assets:** $313.3M

## 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|839|$313.3M|$6.9M|$10.2M|

| 2023|817|$274.3M|$6.8M|$10.0M|

| 2022|821|$232.2M|$6.5M|$9.6M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$66,371|—|$66,371|

| CALLAN LLC|INVESTMENT ADVISOR|$40,000|—|$40,000|

| ERNST & YOUNG US LLP|ACCOUNTANT/AUDITOR|$33,900|—|$33,900|

| WELLS FARGO ADVISORS|CONSULTANT|$18,750|—|$18,750|

| LITTLER MENDELSON, PC|ATTORNEY/LEGAL|$6,293|—|$6,293|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ERNST & YOUNG US LLP](https://planprovider.pro/provider/ernst-and-young-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $165,314

- **Estimated Expense Ratio:** 0.053% 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|-$86,319|$106,371|$300|$33,900|—|

| 2023|-$77,666|$42,641|—|$33,900|—|

| 2022|$250,241|$32,143|—|—|—|

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