Plan Snapshot
- Plan Sponsor: Western Sierra Medical Clinic INC
- Sponsor EIN: 942279011
- Sponsor Address: 844 OLD TUNNEL ROAD, GRASS VALLEY, CA, 959450000
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $3.8M | $248,205 | $304,572 |
| 2023 | 121 | $3.3M | $233,188 | $268,909 |
| 2022 | 120 | $2.5M | $171,632 | $173,771 |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES LLP | 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 | $14,505 | $12,505 | $1,600 | — | — |
| 2023 | $14,304 | $10,179 | $3,325 | — | — |
| 2022 | $11,976 | $10,745 | — | — | $1,231 |