Plan Snapshot
- Plan Sponsor: Valley Children'S Specialty Medical Group
- Sponsor EIN: 770450620
- Sponsor Address: 9300 VALLEY CHILDRENS PL, MADERA, CA, 936368761
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $117.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 299 | $117.6M | $5.4M | $6.6M |
| 2023 | 255 | $99.6M | $4.8M | $6.1M |
| 2022 | 242 | $78.0M | $4.2M | $5.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $110,856 | — | $110,856 | — | — |
| 2023 | $100,736 | — | $100,736 | — | — |
| 2022 | $115,643 | — | $112,239 | — | $3,404 |