Plan Snapshot
- Plan Sponsor: Camarena Health Centers, INC.
- Sponsor EIN: 942503904
- Sponsor Address: 344 E. 6TH STREET, MADERA, CA, 93638
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 738
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 738 | $22.3M | $0 | $0 |
| 2024 | 631 | $18.3M | $628,587 | $1.6M |
| 2023 | 570 | $15.3M | $623,894 | $1.3M |
| 2022 | 490 | $11.7M | $529,328 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | Recordkeeper | $81,975 | — | $81,975 |
| NFP RETIREMENT INC | Investment Advisor | — | $39,332 | $39,332 |
| NEXUS ADMINISTRATORS | Recordkeeper | $8,976 | $9,571 | $18,547 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,854
- Estimated Expense Ratio: 0.628% 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 |
|---|---|---|---|---|---|
| 2025 | $2,259,557 | — | $90,951 | — | — |
| 2024 | $53,114 | — | $53,114 | — | — |
| 2023 | $10,408 | $10,408 | — | — | — |
| 2022 | $4,096 | — | $4,096 | — | — |