Plan Snapshot
- Plan Sponsor: Washington Outpatient Surgery Center
- Sponsor EIN: 930919267
- Sponsor Address: 2299 MOWRY AVENUE, FREMONT, CA, 945381626
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 82 | $8.8M | $67,355 | $433,329 |
| 2023 | 78 | $8.2M | $108,546 | $350,466 |
| 2022 | 87 | $7.8M | $54,304 | $388,632 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, 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 | $45,812 | — | $45,812 | — | — |
| 2023 | $41,500 | — | $41,500 | — | — |
| 2022 | $50,653 | — | $50,653 | — | — |