Plan Snapshot
- Plan Sponsor: Washington Township Medical Foundation
- Sponsor EIN: 300564526
- Sponsor Address: 39300 CIVIC CENTER DRIVE, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 199 | $12.7M | $473,317 | $629,561 |
| 2023 | 203 | $10.4M | $429,924 | $594,010 |
| 2022 | 196 | $8.5M | $262,664 | $511,258 |
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 | 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 | $13,964 | — | $13,964 | — | — |
| 2023 | $10,030 | — | $10,030 | — | — |
| 2022 | $8,973 | — | $8,973 | — | — |