Plan Snapshot
- Plan Sponsor: Bay Area Community Health
- Sponsor EIN: 237255735
- Sponsor Address: 40910 FREMONT BLVD, FREMONT, CA, 94538
- Plan Type: 403(b)
- Total Participants: 1,162
- Total Assets: $24.1M
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 | 1,162 | $24.1M | $1.4M | $2.1M |
| 2023 | 1,184 | $19.7M | $1.3M | $2.0M |
| 2022 | 647 | $15.5M | $1.2M | $2.1M |
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 | $29,786 | — | $29,786 | — | — |
| 2023 | $54,576 | — | $53,866 | — | — |
| 2022 | $34,368 | — | $33,200 | — | $1,168 |