# California Health Collaborative 401(k) Plan
Source: https://planprovider.pro/companies/california-health-collaborative-401k-plan

> California Health Collaborative's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Health Collaborative

- **Sponsor EIN:** 942862660

- **Sponsor Address:** 1680 W. SHAW AVENUE, FRESNO, CA, 93711

- **Plan Type:** 401(k)

- **Total Participants:** 119

- **Total Assets:** $8.7M

## 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|119|$8.7M|$562,271|$447,829|

| 2023|110|$8.6M|$508,598|$387,473|

| 2022|137|$6.6M|$419,903|$345,115|

## 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|

| COMMONWEALTH EQUITY SERVICES|SERVICE PROVIDER|—|$29,345|$29,345|

| ELLSWORTH AND STOUT, CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH EQUITY SERVICES](https://planprovider.pro/provider/commonwealth-financial-network) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,345

- **Estimated Expense Ratio:** 0.339% of plan assets

### 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|$15,600|$15,600|—|—|—|

| 2023|$5,075|—|$5,075|—|—|

| 2022|—|—|—|—|—|

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