Plan Snapshot
- Plan Sponsor: Central California Blood Center
- Sponsor EIN: 946024540
- Sponsor Address: 4343 WEST HERNDON AVENUE, FRESNO, CA, 937223794
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 157 | $14.3M | $600,178 | $512,503 |
| 2023 | 165 | $13.1M | $580,976 | $499,429 |
| 2022 | 155 | $12.7M | $592,973 | $454,238 |
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 |
|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | NONE | $64,890 | — | $64,890 |
| JTW & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERUS FINANCIAL, N.A. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,890
- Estimated Expense Ratio: 0.454% 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 | $64,890 | — | $58,116 | — | — |
| 2023 | $59,703 | — | — | — | — |
| 2022 | $39,989 | — | — | — | — |