Plan Snapshot
- Plan Sponsor: Centric Health
- Sponsor EIN: 953511288
- Sponsor Address: 11612 BOLTHOUSE DRIVE SUITE 200, BAKERSFIELD, CA, 93311
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 233 | $15.3M | $301,326 | $1.2M |
| 2023 | 259 | $15.1M | $425,233 | $1.2M |
| 2022 | 253 | $13.2M | $407,142 | $1.1M |
| 2020 | 280 | $11.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| BARBICH HOOPER KING DILL HOFFMAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,465 | — | $56,465 | — | — |
| 2023 | $55,632 | — | $55,632 | — | — |
| 2022 | $61,208 | — | $61,208 | — | — |
| 2020 | $39,950 | — | $33,700 | — | — |