# Cares Dba One Community Health 401(k) Plan
Source: https://planprovider.pro/companies/cares-dba-one-community-health-401k-plan

> Cares Dba One Community Health's 401(k) plan: 390 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cares Dba One Community Health

- **Sponsor EIN:** 680162903

- **Sponsor Address:** 1500 21ST STREET, SACRAMENTO, CA, 95811

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

- **Total Participants:** 390

- **Total Assets:** $16.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|390|$16.4M|$1.2M|$2.1M|

| 2023|321|$13.2M|$984,554|$1.6M|

| 2022|254|$9.6M|$779,677|$1.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$52,534|—|$52,534|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,359|—|$5,359|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,893

- **Estimated Expense Ratio:** 0.353% 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|$57,893|$5,359|—|—|—|

| 2023|$17,415|$1,529|—|—|—|

| 2022|$6,525|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cares-dba-one-community-health-401k-plan)

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