Aurray Group, Inc. D/B/A Sutter West Bay Medical Group 401(k) match, vesting and fees
What Aurray Group, Inc. D/B/A Sutter West Bay Medical Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Cliftonlarson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Aurray Group, Inc. D/B/A Sutter West Bay Medical Group: employer contribution per participant | $15,891 | |
| Peer median | $1,468 |
| Aurray Group, Inc. D/B/A Sutter West Bay Medical Group: average balance | $463,294 | |
| Peer median | $37,786 |
| Aurray Group, Inc. D/B/A Sutter West Bay Medical Group: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $107M at the end of plan year 2021 to $149M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 323 | $149M | $5.1M | $15,891 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 289 | $113M | $4.3M | $15,092 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 286 | $85.1M | $3.9M | $13,664 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 270 | $107M | $3.4M | $12,679 | 0.02% | Not published | Form 5500 ↗ |
Other Aurray Group, Inc. D/B/A Sutter West Bay Medical Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Swbmg Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Aurray Group, Inc. D/B/A Sutter West Bay Medical Group match 401(k) contributions?
The match terms for the Swbmg 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.1M in employer contributions, about $15,891 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aurray Group, Inc. D/B/A Sutter West Bay Medical Group 401(k) match vested?
The vesting schedule for the Swbmg 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aurray Group, Inc. D/B/A Sutter West Bay Medical Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group.
I left Aurray Group, Inc. D/B/A Sutter West Bay Medical Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group, (415) 600-1423) or the recordkeeper, Schwab Retirement Plan Services,inc. The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group old 401(k) page lists the contacts from every plan filing. Find an old Aurray Group, Inc. D/B/A Sutter West Bay Medical Group 401(k)
Data from the public Form 5500 annual reports Aurray Group, Inc. D/B/A Sutter West Bay Medical Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Aurray Group, Inc. D/B/A Sutter West Bay Medical Group. Not financial advice. Report a correction · Methodology