Plan Snapshot
- Plan Sponsor: Washington Township Medical Group, INC.
- Sponsor EIN: 352283730
- Sponsor Address: 38719 STIVERS ST, FREMONT, CA, 94536
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $57.5M
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 | 89 | $57.5M | $1.7M | $1.8M |
| 2023 | 84 | $49.9M | $1.6M | $1.7M |
| 2022 | 75 | $40.0M | $545,209 | $1.4M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | Other Service Provider | $55,103 | — | $55,103 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,103
- Estimated Expense Ratio: 0.096% 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 | $55,103 | — | $55,103 | — | — |
| 2023 | $42,858 | — | $42,858 | — | — |
| 2022 | $41,264 | — | $41,264 | — | — |