Plan Snapshot
- Plan Sponsor: Woodland Clinic Medical Group, A Medical Corporation
- Sponsor EIN: 680260555
- Sponsor Address: 632 W. GIBSON, WOODLAND, CA, 95695
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $100.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 154 | $100.9M | $3.5M | $3.3M |
| 2023 | 156 | $91.0M | $3.5M | $3.3M |
| 2022 | 160 | $79.6M | $3.2M | $2.9M |
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 |
|---|---|---|---|---|
| WALTERS & SKLYAR 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 | -$1,900 | $4,423 | — | — | — |
| 2023 | $4,288 | $2,253 | — | — | — |
| 2022 | $21,803 | $2,819 | — | — | — |