Plan Snapshot
- Plan Sponsor: Chapa-De Indian Health Program, INC.
- Sponsor EIN: 942583156
- Sponsor Address: 11670 ATWOOD ROAD, AUBURN, CA, 956039522
- Plan Type: 403(b)
- Total Participants: 236
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 236 | $25.1M | $990,842 | $1.6M |
| 2023 | 193 | $21.2M | $868,116 | $1.4M |
| 2022 | 184 | $17.9M | $768,350 | $1.2M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $55,730 | — | $55,730 |
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- GILBERT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,730
- Estimated Expense Ratio: 0.222% 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 | $56,407 | $677 | — | — | — |
| 2023 | $45,334 | $1,054 | — | — | — |
| 2022 | $37,868 | $594 | — | — | $37,274 |