Plan Snapshot
- Plan Sponsor: Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream
- Sponsor EIN: 951708743
- Sponsor Address: 384 WEST ORANGE SHOW ROAD, SAN BERNARDINO, CA, 92408
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 427 | $21.8M | $821,881 | $1.5M |
| 2023 | 406 | $20.5M | $665,334 | $1.6M |
| 2022 | 417 | $17.7M | $687,193 | $1.5M |
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 |
|---|---|---|---|---|
| HALLIDAY & COMPANY, CERTIFIED PUBLI | 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 | $121,229 | — | $121,229 | — | — |
| 2023 | $94,529 | — | $94,529 | — | — |
| 2022 | $86,708 | — | $86,708 | — | — |