Plan Snapshot
- Plan Sponsor: California Rural Indian Health Board, INC.
- Sponsor EIN: 237052541
- Sponsor Address: 1020 SUNDOWN WAY, ROSEVILLE, CA, 95661
- Plan Type: DC
- Total Participants: 86
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 86 | $6.4M | $325,651 | $279,202 |
| 2023 | 81 | $6.1M | $389,849 | $255,771 |
| 2022 | 83 | $5.3M | $421,569 | $269,872 |
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 |
|---|---|---|---|---|
| THREE BELL CAPITAL LLC | INVESTMENT ADVISOR | $17,740 | — | $17,740 |
| EMPOWER ANNUITY INSURANCE COMPANY O | CONTRACT ADMINISTRATOR | $8,786 | — | $8,786 |
| GILBERT CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILBERT CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,526
- Estimated Expense Ratio: 0.411% 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 | $26,198 | — | $26,198 | — | — |
| 2023 | $28,198 | — | $28,198 | — | — |
| 2022 | $28,463 | — | $28,463 | — | — |